Financial advisors in New Bedford, MA

22 match

Bethany Parker
Financial advisor at Barry Investment Advisors, LLC
Barry Investment Advisors, LLC · $846.8M AUM
CFP®VerifiedFinancial planning
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Elizabeth Garvey
Financial advisor at Barry Investment Advisors, LLC
Barry Investment Advisors, LLC · $846.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kathy Alves
Financial advisor at Barry Investment Advisors, LLC
Barry Investment Advisors, LLC · $846.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Straus
Financial advisor at Barry Investment Advisors, LLC
Barry Investment Advisors, LLC · $846.8M AUM
VerifiedFinancial planning
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Andrew Sylvia
Financial advisor at Ccm Investment Management, LLC
Ccm Investment Management, LLC · $20.5M AUM
VerifiedFinancial planning
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Angelo Gordon
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Chad Mello
Financial advisor at Ccm Investment Management, LLC
Ccm Investment Management, LLC · $20.5M AUM
VerifiedFinancial planning
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Jackson Wellman
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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James Miles
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Barry
Financial advisor at Barry Investment Advisors, LLC
Barry Investment Advisors, LLC · $846.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Albano
Financial advisor at Santander Securities
Santander Securities · $3.14B AUM
VerifiedFinancial planning
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Louis Tavares
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Mark Ingram
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
VerifiedFinancial planning
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Patrick Barry
Financial advisor at Barry Investment Advisors, LLC
Barry Investment Advisors, LLC · $846.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Pacheco
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Paul Petronelli
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paula Tavares
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Sullivan
Financial advisor at Yankee Investor, LLC
Yankee Investor, LLC · $11M AUM
VerifiedFinancial planning
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Travis Sousa
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
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Trey Whalley
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Tyler Craig
Financial advisor at Barry Investment Advisors, LLC
Barry Investment Advisors, LLC · $846.8M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Whitney Holland
Financial advisor at Barry Investment Advisors, LLC
Barry Investment Advisors, LLC · $846.8M AUM
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 New Bedford, 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 New Bedford, MA.

How this list works

Before you hire an advisor in New Bedford, MA