1004 Main Street, Winchester, MA, 01890
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Paul operates his LPL business under Shepherd Financial Partners and provides investment advisory services through Shepherd Financial Partners, LLC, dedicating full-time hours to the latter. He also engages in non-variable insurance activities and is a notary.