Elaine
Morgillo
Flying Point Financial, Inc
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About this Advisor
Elaine Morgillo is a certified financial planner operating out of North Andover, Massachusetts who has 25 years of industry experience. Morgillo currently works for Flying Point Financial, Inc. They have been an employee of Flying Point Financial, Inc for their complete career. Morgillo holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Maine, Massachusetts and New Hampshire. Flying Point Financial, Inc is a financial advisory firm based out of North Andover, MA. The investment advisory business has just five advisors. It handles $145 million in total assets across its 596 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 596 client accounts, just 6% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically are based on which services the firm provides the client. However, fee types billed by Flying Point Financial, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Flying Point Financial, Inc Brokerage Details
$145,240,000
5
596
$243,691
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Elaine Morgillo Work History
Elaine has been registered as a financial advisor for 25 years.*
Morgillo Financial Management, Inc
*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 Elaine Morgillo 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 Flying Point Financial, Inc
North Andover, MA
North Andover, MA
North Andover, MA
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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.
