Deborah
Friend

Rpg Family Wealth Advisory, LLC

CRD#4257503
Investment Advisor
in Burlington, MA

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About this Advisor

Deborah Friend is a financial advisor who works out of Burlington, Massachusetts who has 8 years of industry experience. Friend is currently employed by Rpg Family Wealth Advisory, LLC. During their career, the advisor has held roles at Detwiler Fenton Investment Management LLC, Detwiler Fenton Wealth Management Inc, Detwiler Fenton & Co and Rpg Family Wealth Advisory, LLC. Friend holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Rpg Family Wealth Advisory, LLC is a firm headquartered in Burlington, MA. The firm has a total of 12 financial advisors. It handles $420 million in assets under management among its 1,424 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,424 client accounts, 26% are held by high-net-worth investors who have at least $1 million in assets available to invest. Rpg Family Wealth Advisory, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees typically are based on the services. However, fee types charged by Rpg Family Wealth Advisory, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

25 Burlington Mall Road Suite 404
Burlington, MA 01803

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Rpg Family Wealth Advisory, LLC Brokerage Details

Total Assets Under Management

$420,118,957

MA Average: $16,012,751,954
Total Number of Employees

12

MA Average: 118
Total Number of Accounts

1,424

MA Average: 4,567
Average Account Size

$295,027

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Deborah Friend Work History

Deborah has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Rpg Family Wealth Advisory, LLC

2015 - 2015 (< 1 year)

Detwiler Fenton & Co

2011 - 2015 (4 years)

Detwiler Fenton Wealth Management Inc

2010 - 2015 (5 years)

Detwiler Fenton Investment Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Deborah Friend to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rpg Family Wealth Advisory, LLC

Deborah Friend
Burlington, MA
Mitchell Goldfeld
Burlington, MA
William Eaton
Burlington, MA
Juan Donabedian
Burlington, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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