BA
BA

Bryan a Amandolare

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial planning fees are billed at $250/hour as services are rendered. Fees are not negotiable.

Hourly Rate:$250/hr
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Location

One Research Drive, Suite 100B, Westborough, MA, 01581

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bryan is involved with Financial Foundations, selling fixed insurance and providing financial planning/consulting services. He is also a co-owner of Financial Foundation Inc., which facilitates securities, advisory, and insurance business, taking about a quarter of his time.

Employment History
Current Registrations
Financial Foundations, INC.
March 2005 - Present · 20 yrs 11 mos
Commonwealth Financial Network
May 2004 - Present · 21 yrs 9 mos
Commonwealth Financial NetworkBroker
May 2004 - Present · 21 yrs 9 mos
Commonwealth Financial Network
May 2004 - Present · 21 yrs 9 mos
Previous Registrations
Signator Investors, INC.Broker
January 2000 - May 2004 · 4 yrs 4 mos
State Registrations21 states
AKAZCACOCTFLLAMAMENCNHNJNMNYOHORPARISCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.