Unclaimed Profile

John Llodra

NEW HARBOR FINANCIAL GROUP, LLC·WORCESTER, Massachusetts

NEW HARBOR FINANCIAL GROUP, LLC

146 MAIN STREET, WORCESTER, MA 01608CRD# 4675045Firm CRD# 155528

Profile Verification

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

Identity

John Llodra · WORCESTER, MA

Registration

CRD #4675045 · NEW HARBOR FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

John Llodra is a registered financial advisor based in WORCESTER, Massachusetts, affiliated with NEW HARBOR FINANCIAL GROUP, 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

NEW HARBOR FINANCIAL GROUP, LLC

AUM

$495M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NEW HARBOR FINANCIAL GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4675045

Firm CRD# 155528

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Llodra offer?

John Llodra specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WORCESTER, Massachusetts for a consultation.

What are John Llodra's credentials?

John Llodra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Llodra located?

John Llodra is based in WORCESTER, Massachusetts, working with NEW HARBOR FINANCIAL GROUP, LLC. Their office serves clients in the WORCESTER metropolitan area and surrounding communities.

How does John Llodra charge for services?

John Llodra'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 HARBOR FINANCIAL GROUP, LLC?

NEW HARBOR FINANCIAL GROUP, LLC has approximately 7 employees and manages $495M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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