Robert
Mclemore
Abbot Financial Management, Inc
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About this Advisor
Robert Mclemore is a financial advisor based in Andover, Massachusetts, working with Abbot Financial Management, Inc. Robert has previously held positions at Abbot Financial Management, Inc and Winslow Evans & Crocker. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and South Carolina. Currently, Robert is part of Abbot Financial Management, Inc, which operates out of Andover, Massachusetts. The firm has 1 office and 4 employees. The firm manages assets totaling $240.2 million 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, and pension consulting services. The fee structure at Abbot Financial Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Abbot Financial Management, Inc Brokerage Details
$240,197,809
4
472
$508,894
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Robert Mclemore Work History
Abbot Financial Management, Inc
Winslow Evans &Crocker
Disclosures
Please visit the SEC profile of Robert Mclemore 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 Abbot Financial Management, Inc
Andover, MA
Andover, MA
Andover, MA
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