Nevils Financial, LLC

Nevils Financial, LLC (CRD# 137286) is a financial advisory firm headquartered in Wakefield, MA. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA

Financial Advisors at Nevils Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jennifer L. Morrell
CRD#: 6560290
607 North Avenue Suite 18, Wakefield, MA 01880
90
Wealthminder
score

Jennifer Morrell (CRD# 6560290) is an Investment Advisor Representative working at Nevils Financial, LLC in Wakefield, MA and has 1 year of experience in the finance industry. Jennifer Morrell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Barbara C. Nevils
CRD#: 4668230
607 North Avenue Suite 18, Wakefield, MA 01880
90
Wealthminder
score

Barbara Nevils (CRD# 4668230) is an Investment Advisor Representative working at Nevils Financial, LLC in Wakefield, MA and has 1 year of experience in the finance industry. Barbara Nevils has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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