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Allison R Beakley

CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC·CONCORD, Massachusetts
Unclaimed Profile
100 MAIN STREET, CONCORD, MA 01742CRD# 5620067Firm CRD# 161423
01

About

Allison R Beakley is a registered financial advisor based in CONCORD, Massachusetts, affiliated with CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC
CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC
AUM
$10M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Other: INCENTIVE COLLATERAL MANAGEMENT FEE
Regulatory
SEC/IARD CRD# 5620067
Firm CRD# 161423
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Allison R Beakley offer?
Allison R Beakley specializes in Retirement Planning, Wealth Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Allison R Beakley's credentials?
Allison R Beakley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allison R Beakley located?
Allison R Beakley is based in CONCORD, Massachusetts, working with CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Allison R Beakley charge for services?
Allison R Beakley's firm is compensated through percentage of aum, other: incentive collateral management fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC?
CAMBRIDGE PLACE COLLATERAL MANAGEMENT LLC has approximately 2 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CONCORD
Timothy L Dibble — ALTA COMMUNICATIONS, INC.Brian W Mcneill — ALTA COMMUNICATIONS, INC.Byron Ewart Woodman — MONUMENT GROUP WEALTH ADVISORS, LLCLee Christopher Mcgowan — MONUMENT GROUP WEALTH ADVISORS, LLCEileen M Toti — ALTA COMMUNICATIONS, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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