Sharon Lund, Financial Planning, Inc.

Sharon Lund, Financial Planning, Inc. (CRD# 129275) is a financial advisory firm headquartered in , . They manage $39,617,080 in 116 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $341,527
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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 Sharon Lund, Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Sharon B. Lund
CRD#: 4726352
Needham, MA
93
Wealthminder
score

Sharon Lund (CRD# 4726352) is an Investment Advisor Representative working at Sharon Lund, Financial Planning, Inc. in Needham, MA and has over 14 years of experience in the finance industry.

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