Unclaimed Profile

Bradford Bergh Nichols

NEW ENGLAND FINANCIAL PLANNING GROUP, LLC·BURLINGTON, Massachusetts

SIE, Series 7, Series 24, Series 31, Series 52, Series 63, Series 65Clean record23 years registeredNEW ENGLAND FINANCIAL PLANNING GROUP, LLC

69 WINN STREET, BURLINGTON, MA 01803CRD# 2624137Firm CRD# 105254

Profile Verification

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

Identity

Bradford Bergh Nichols · BURLINGTON, MA

Registration

CRD #2624137 · NEW ENGLAND FINANCIAL PLANNING GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

NEFPG

Dec 2018 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Apr 2009 – Jul 2020

BURLINGTON, MA

MML INVESTORS SERVICES, INC.

Oct 2004 – Jun 2007

ATLANTA, GA

H&R BLOCK FINANCIAL ADVISORS, INC.

Jun 2003 – Nov 2003

ATLANTA, GA

RSM MCGLADREY, INC.

Mar 2003 – Jun 2003

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 52

Series 63

Series 65

Registration record

First registered · March 5, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NEW ENGLAND FINANCIAL PLANNING GROUP, LLC

CRD 105254 · SEC 801-17130

AUM

$220M

Regulatory assets under management

Employees

708 client accounts

Services offered by NEW ENGLAND FINANCIAL PLANNING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NEW ENGLAND FINANCIAL PLANNING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Bradford Bergh Nichols offer?

Bradford Bergh Nichols specializes in Financial Planning, Investment Management. Contact their office in BURLINGTON, Massachusetts for a consultation.

What are Bradford Bergh Nichols's credentials?

Bradford Bergh Nichols is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradford Bergh Nichols located?

Bradford Bergh Nichols is based in BURLINGTON, Massachusetts, working with NEW ENGLAND FINANCIAL PLANNING GROUP, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.

How does Bradford Bergh Nichols charge for services?

Bradford Bergh Nichols's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NEW ENGLAND FINANCIAL PLANNING GROUP, LLC?

NEW ENGLAND FINANCIAL PLANNING GROUP, LLC has approximately 6 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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