Unclaimed Profile

Beverly Ann Rodrigue

NORTH AMERICAN MANAGEMENT CORP·BOSTON, Massachusetts

Series 7, Series 66Clean record18 years registeredNORTH AMERICAN MANAGEMENT CORP

TEN POST OFFICE SQUARE SUITE 1200 SOUTH, BOSTON, MA 02109-4621CRD# 4246083Firm CRD# 104825

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Beverly Ann Rodrigue · BOSTON, MA

Registration

CRD #4246083 · NORTH AMERICAN MANAGEMENT CORP · 18 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Apr 2021 – present

NORTH AMERICAN MANAGEMENT CORP

Dec 2018 – Apr 2021

BOSTON, MA

LAKE STREET ADVISORS

Apr 2017 – Nov 2018

PORTSMOUTH, NH

LAKE STREET ADVISORS, LLC

Jul 2013 – Apr 2017

PORTSMOUTH, NH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2008 – Jun 2013

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · April 16, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTH AMERICAN MANAGEMENT CORP

CRD 104825 · SEC 801-5346

AUM

$1.6B

Regulatory assets under management

Employees

856 client accounts

Services offered by NORTH AMERICAN MANAGEMENT CORP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTH AMERICAN MANAGEMENT CORP →

Introduction

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Frequently Asked Questions

What services does Beverly Ann Rodrigue offer?

Beverly Ann Rodrigue specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Beverly Ann Rodrigue's credentials?

Beverly Ann Rodrigue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Beverly Ann Rodrigue located?

Beverly Ann Rodrigue is based in BOSTON, Massachusetts, working with NORTH AMERICAN MANAGEMENT CORP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Beverly Ann Rodrigue charge for services?

Beverly Ann Rodrigue's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTH AMERICAN MANAGEMENT CORP?

NORTH AMERICAN MANAGEMENT CORP has approximately 22 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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