Tfc Financial Management Inc.

Tfc Financial Management Inc. (CRD# 105062) is a financial advisory firm headquartered in Boston, MA. They manage $1,375,857,896 in 1,439 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,376
    MILLION
  • Total Number of Accounts
    1,439
    ACCOUNTS
  • Average Account Value
    $956,121
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, MA, ME, NH, NY, TX, VA, VT

Financial Advisors at Tfc Financial Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Kerri A. Allen
CRD#: 4760336
260 Franklin Street, Suite 1888, Boston, MA 02110

Kerri Allen (CRD# 4760336) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has over 19 years of experience in the finance industry.

2
Jane T. Barney
CRD#: 2678629
260 Franklin Street, Suite 1888, Boston, MA 02110

Jane Barney (CRD# 2678629) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has over 28 years of experience in the finance industry.

3
Renee K. Kwok
CRD#: 2003587
260 Franklin Street, Suite 1888, Boston, MA 02110

Renee Kwok (CRD# 2003587) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has 1 year of experience in the finance industry.

4
Frederick M. Pryor
CRD#: 869833
260 Franklin Street, Suite 1888, Boston, MA 02110

Frederick Pryor (CRD# 869833) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has over 30 years of experience in the finance industry.

5
Leann N. Sullivan
CRD#: 2397590
260 Franklin Street, Suite 1888, Boston, MA 02110

Leann Sullivan (CRD# 2397590) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has over 28 years of experience in the finance industry.

6
Scott M. Burg
CRD#: 4045251
260 Franklin Street, Suite 1888, Boston, MA 02110

Scott Burg (CRD# 4045251) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has over 24 years of experience in the finance industry.

7
Michael J. Meehan
CRD#: 7257311
260 Franklin Street, Suite 1888, Boston, MA 02110

Michael Meehan (CRD# 7257311) is an Investment Advisor Representative working at Tfc Financial Management Inc. in Boston, MA and has 1 year of experience in the finance industry.

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