Financial advisors in Lexington, MA

73 match · page 1 of 3

Aaron Derderian
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alan Ioffredo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Richardt
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Yurovich
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carol Khouri
Financial advisor at Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. · $1.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Bekel
Financial advisor at Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. · $1.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Khouri
Financial advisor at Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. · $1.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Pomerantz
Financial advisor at Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. · $1.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Bouton
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jack Freedman
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Hastings
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Hastings
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Sikorski
Financial advisor at Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. · $1.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey White
Financial advisor at Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. · $1.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Slupski
Financial advisor at Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. · $1.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Marcus
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Buckley
Financial advisor at Osaic Institutions, Inc.
Osaic Institutions, Inc. · $6.49B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kathryn Maffei
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Linda Nelson
Financial advisor at Freya Financial Services
Freya Financial Services · $25.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Koenig
Financial advisor at Harvard Square Financial Planning
Harvard Square Financial Planning
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Claveau
Financial advisor at Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. · $1.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Ioffredo
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Avola
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Sullivan
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Philip Sagan
Financial advisor at Philip J. Sagan Financial Consulting, Inc.
Philip J. Sagan Financial Consulting, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rand Spero
Financial advisor at Street Smart Financial, LLC
Street Smart Financial, LLC · $58M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Spencer Betts
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Susan Panduku
Financial advisor at Hightower Advisors, LLC
Hightower Advisors, LLC · $198.58B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Taylor Morrison
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Teofilo Ferreira
Financial advisor at Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors, Inc. · $1.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Lexington, MA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Lexington, MA.

How this list works

Before you hire an advisor in Lexington, MA