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 $9,372,197 in 99 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
210 Broadway, Suite 103, Lynnfield, MA 01940
https://www.raifinancial.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $94,669
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
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 Rosano, financial advisor Lynnfield MA
Joseph M. Rosano
CRD#: 4717454
210 Broadway, Suite 103, Lynnfield, MA 01940

Joseph Rosano (CRD# 4717454) is an Investment Advisor Representative working at R.a.i. Financial Services, Inc. in Lynnfield, MA and has over 23 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals