Pebble Finance

Pebble Finance (CRD# 323301) is a financial advisory firm headquartered in Lexington, MA. They manage $38,670 in 46 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
37 Tarbell Ave, Lexington, MA 02421
https://www.linkedin.com/company/76436799
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $841
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NY

Financial Advisors at Pebble Finance
Showing 1 - 2 of 2 top financial advisors.
1
Michael Esdaile, financial advisor Lexington MA
Michael J. Esdaile
CRD#: 7622967
37 Tarbell Ave, Lexington, MA 02421

Michael Esdaile (CRD# 7622967) is an Investment Advisor Representative working at Pebble Finance in Lexington, MA and has 1 year of experience in the finance industry.

2
Justin Whitehead, financial advisor Lexington MA
Justin T. Whitehead
CRD#: 7623008
37 Tarbell Ave, Lexington, MA 02421

Justin Whitehead (CRD# 7623008) is an Investment Advisor Representative working at Pebble Finance in Lexington, MA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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