Jeffrey Augustine, financial advisor Needham MA
90 score

Jeffrey Augustine

CRD Number: 1090296
Current Firm: Augustine Financial Solutions LLC

Jeffrey Augustine (CRD# 1090296) is an Investment Advisor Representative working at Augustine Financial Solutions LLC in Needham, MA and has 1 year of experience in the finance industry. Jeffrey Augustine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Christopher Grande, financial advisor Needham MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
Similar Advisors
Peter Canniff, financial advisor Needham MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Score
103
Similar Advisors
Patrick Cote, financial advisor Needham MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Augustine Financial Solutions Needham, MA May 2017 - Current < 1
Argent Wealth Management, LLC Waltham, MA Feb 2014 - Feb 2017 3
Argent Wealth Management Inc. Weston, MA Jul 2013 - Feb 2014 < 1
Augustine Financial Solutions LLC Newton, MA Mar 2009 - Sep 2013 4
Self Employed Needham, MA Dec 2004 - Dec 2008 4

Jeffrey Augustine has no recent exams reported.
Contact Info for Jeffrey B. Augustine
Phone Number: 781-771-0880
Registered State(s):
  • MA
Current Firm Details
Augustine Financial Solutions LLC
Firm's CRD Number: 288400
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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

MA

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Augustine and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.