Advisers in Lynnfield, MA

3 advisers in Lynnfield — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

F L Putnam Investment Management CO.6 Kimball Lane · Lynnfield, MA 01940 · (800) 344-3435 · Financial planningCRD 106223 · % of assets, Fixed fees, Other · $9.7 billion AUMSEC registeredNo commissions reported R.a.i. Financial Services, INC.210 Broadway, Suite 103 · Lynnfield, MA 01940 · (781) 598-4466 · Financial planningCRD 128596 · % of assets, Hourly charges, Fixed fees · $9.4 million AUMState registeredNo commissions reported Timothy Charles Financial, LLC200 Broadway, Suite 206 · Lynnfield, MA 01940 · (781) 595-7900 · Financial planningCRD 287945 · % of assets, Hourly charges, Fixed fees · $98.5 million AUMState registeredNo commissions reported

Talking to advisers in Lynnfield? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.