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Barbara Jean Rowell

WEALTH MANAGEMENT ADVISORS, LLC·TEWKSBURY, Massachusetts
Unclaimed Profile
600 CLARK ROAD, TEWKSBURY, MA 01876CRD# 4613468Firm CRD# 117764
01

About

Barbara Jean Rowell is a registered financial advisor based in TEWKSBURY, Massachusetts, affiliated with WEALTH MANAGEMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTH MANAGEMENT ADVISORS, LLC
WEALTH MANAGEMENT ADVISORS, LLC
AUM
$322M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEALTH MANAGEMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4613468
Firm CRD# 117764
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barbara Jean Rowell offer?
Barbara Jean Rowell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEWKSBURY, Massachusetts for a consultation.
What are Barbara Jean Rowell's credentials?
Barbara Jean Rowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barbara Jean Rowell located?
Barbara Jean Rowell is based in TEWKSBURY, Massachusetts, working with WEALTH MANAGEMENT ADVISORS, LLC. Their office serves clients in the TEWKSBURY metropolitan area and surrounding communities.
How does Barbara Jean Rowell charge for services?
Barbara Jean Rowell'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 WEALTH MANAGEMENT ADVISORS, LLC?
WEALTH MANAGEMENT ADVISORS, LLC has approximately 4 employees and manages $322M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TEWKSBURY
Arthur Vincent Ford — WEALTH MANAGEMENT ADVISORS, LLCCarl Joseph Famiglietti — MFA ASSET MANAGEMENT, LLCWilliam Salvatore Andronico — MFA ASSET MANAGEMENT, LLCJeffrey Roger Arsenault — MFA ASSET MANAGEMENT, LLCWilliam Anthony Duratti — MFA ASSET MANAGEMENT, LLC
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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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