Unclaimed
Brad Michael Weafer is a registered investment advisor representative with Boston Financial Management LLC. Brad is a Chartered Financial Analyst. Brad has been in the industry since June 2011 and is registered with the state of Massachusetts. Brad's firm, Boston Financial Management LLC, is a registered investment advisor with the SEC and provides financial planning, portfolio management for individuals and businesses, and other services. The firm has approximately $4.45 billion in assets under management. Brad is also registered with the state of Massachusetts and has been with Boston Financial Management LLC since June 2011.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
11/09/2015 - Present
Boston Financial Management LLC (BOSTON MA)
Active
Inactive
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