Featured Business Financial Advisor in Boston, MA
Boston Financial Advisors
McAdam - Financially Advanced
84 State Street, Suite 1040
Boston, MA 02109
“More than just a small step forward in financial advice”
Advisor Profile
Name:  Patrick Lawler, CFP

About McAdam - Financially Advanced

 

General Information

CRD#:    5943951
Insurance License#:    1918377
States Licensed in:    MA, NH, CT, RI
Years of Experience in Financial Services:    6
Number of Years with Current Firm:    6
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Long Term Care, Variable Life, Disability, Variable Annuity, Annuity, Life
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Compensation Methods:    Flat Fee, Commissions, Based on Assets
 
 
 
Prepared By: Patrick Lawler, CFP
 
 
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