John
Welch
Flagship Harbor Advisors, LLC
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About this Advisor
John Welch is a financial advisor based in Boston, Massachusetts, working with Flagship Harbor Advisors, LLC. John has previously held positions at Lpl Financial LLC, Cls Investments, LLC, Flagship Harbor Advisors, LLC, Orion Portfolio Solutions, LLC, Northern Lights Distributors, LLC, and Apex Financial Partners, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, John is part of Flagship Harbor Advisors, LLC, which operates out of Boston, Massachusetts. The firm has 36 offices and 58 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Flagship Harbor Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Flagship Harbor Advisors, LLC Brokerage Details
$2,448,936,619
58
12,625
$193,975
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
John Welch Work History
Lpl Financial LLC
Flagship Harbor Advisors, LLC
Apex Financial Partners, LLC
Orion Portfolio Solutions, LLC
Cls Investments, LLC
Northern Lights Distributors, LLC
Disclosures
Please visit the SEC profile of John Welch 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 Flagship Harbor Advisors, LLC
Yarmouth, ME
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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