Featured Business Financial Advisor in Wakefield, MA
Wakefield Financial Advisors
Lignum Wealth Management
500 Edgewater Drive 511A
Wakefield, MA 01880
Phone Number
Advisor Profile
Mark D  Felt
Name:  Mark D Felt
Website:  Visit Website
Disclosure Link:
https://www.commonwealth.com/clients/media/formadv_part2.pdf
https://www.commonwealth.com/media/CAP%20Entity%20(Website%20Portal)%20Solicitor%20Disclosure%20Statement%20Template%20-%20WiserAdvisor%20and%20Felt.pdf
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This communication strictly intended for individuals residing in the states of CA, CO, FL, IA, MA, MD, MO, NH, OR, RI, VA, and WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.Review our Terms of Use: https://www.commonwealth.com/termsofuse.html

About Lignum Wealth Management

At Lignum Wealth Management, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm!

Happiness and security in life are built on a few key factors?Family, Occupation, Recreation, and Money.

The time you spend with family, the fulfillment you get from your occupation and the enjoyment you realize from your various recreational activities can all be impacted by the worry and concern of how your hard-earned money and assets are being managed. We want you to be able to optimize the first three factors in pursuing happiness and security today by allowing us to worry about the future of your financial security. #PlanToAchive your family, occupation and recreational goals by working with Lignum Wealth Management.
 

General Information

CRD#:    4594185
Firm CRD#:    8032
States Willing to do Business in:   
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    5
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 66
 
 
 
Prepared By: Mark D Felt
 
 
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