John Segal
John Segal is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Westford, MA, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
234 Littleton Rd Unit 2G, Westford, MA, 01886
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is an owner and independent contractor for North Road Wealth Partners since 2020. This takes about a quarter to half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.Broker
Josephthal & CO., INC.Broker
The Boston GroupBroker
Gruntal & CO. IncorporatedBroker
Dickinson & CO.Broker
Hibbard Brown & CO., INC.Broker
State Registrations30 states
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