Unclaimed Profile

Barbara Jean Rowell

WEALTH MANAGEMENT ADVISORS, LLC·TEWKSBURY, Massachusetts

Clean recordWEALTH MANAGEMENT ADVISORS, LLC

600 CLARK ROAD, TEWKSBURY, MA 01876CRD# 4613468Firm CRD# 117764

Profile Verification

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

Identity

Barbara Jean Rowell · TEWKSBURY, MA

Registration

CRD #4613468 · WEALTH MANAGEMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WEALTH MANAGEMENT ADVISORS, LLC

AUM

$322M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4613468

Firm CRD# 117764

View on FINRA BrokerCheck →

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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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