Unclaimed Profile

Lisa Kay Alden

CCR WEALTH MANAGEMENT, LLC·WESTBOROUGH, Massachusetts

Clean recordCCR WEALTH MANAGEMENT, LLC

1400 COMPUTER DR, WESTBOROUGH, MA 01581CRD# 2769158Firm CRD# 116442

Profile Verification

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

Identity

Lisa Kay Alden · WESTBOROUGH, MA

Registration

CRD #2769158 · CCR WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Kay Alden is a registered financial advisor based in WESTBOROUGH, Massachusetts, affiliated with CCR WEALTH MANAGEMENT, 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

CCR WEALTH MANAGEMENT, LLC

AUM

$7M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CCR WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Hourly charges

Commissions

Regulatory

SEC/IARD CRD# 2769158

Firm CRD# 116442

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Kay Alden offer?

Lisa Kay Alden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTBOROUGH, Massachusetts for a consultation.

What are Lisa Kay Alden's credentials?

Lisa Kay Alden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Kay Alden located?

Lisa Kay Alden is based in WESTBOROUGH, Massachusetts, working with CCR WEALTH MANAGEMENT, LLC. Their office serves clients in the WESTBOROUGH metropolitan area and surrounding communities.

How does Lisa Kay Alden charge for services?

Lisa Kay Alden's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CCR WEALTH MANAGEMENT, LLC?

CCR WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $7M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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