R.a.i. Financial Services, Inc.

R.a.i. Financial Services, Inc. (CRD# 128596) is a financial advisory firm headquartered in Lynnfield, MA. They manage $4,868,127 in 117 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $41,608
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.

MA

Financial Advisors at R.a.i. Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph M. Rosano
CRD#: 4717454
210 Broadway, Suite 103, Lynnfield, MA 01940
93
Wealthminder
score

Joseph Rosano (CRD# 4717454) is an Investment Advisor Representative working at R.a.i. Financial Services, Inc. in Lynnfield, MA and has over 16 years of experience in the finance industry.

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