Lee
Forker
New England Research & Management, Inc
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About this Advisor
Lee Forker is a financial advisor based in Boston, Massachusetts, working with New England Research & Management, Inc. Lee has previously held positions at New England Research And Management, Drake Securities Corp, and "Gp" Appvd 4/9/80-"Cp" Appvd 9/29/80 W/ and #Ia New England Research & Management, I. Lee has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Lee is part of New England Research & Management, Inc, which operates out of Boston, Massachusetts. The firm has 4 employees and manages assets totaling $261.6 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at New England Research & Management, Inc includes asset-based and fixed fees.
Certifications and Registrations
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New England Research & Management, Inc Brokerage Details
$261,584,983
4
371
$705,081
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Lee Forker Work History
"Gp" Appvd 4/9/80-"Cp" Appvd 9/29/80 W/
Drake Securities Corp
New England Research And Management
#Ia New England Research & Management, I
Disclosures
Please visit the SEC profile of Lee Forker 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 New England Research & Management, Inc
Chicago, IL
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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