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).
Total Assets Under Management5MILLION
Total Number of Accounts117ACCOUNTS
Average Account Value$41,608
- 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
Joseph Rosano (CRD# 4717454) is an Investment Advisor Representative working at R.a.i. Financial Services, Inc. in Lynnfield, MA and has over 15 years of experience in the finance industry.