R. B. Morin & Associates, LLC
R. B. Morin & Associates, LLC (CRD# 128969) is a financial advisory firm headquartered in Leominster, MA. They manage $7,200,000 in 39 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts39ACCOUNTS
Average Account Value$184,615
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Roland Morin (CRD# 1076532) is an Investment Advisor Representative working at R. B. Morin & Associates, LLC in Leominster, MA and has over 35 years of experience in the finance industry.