About Northeast Investment Services
We plan with a purpose. We are dedicated to staying current and adapting to the ongoing changes in the world of financial planning. Our approach is to create an effective game plan around your goals and vision. We will work side by side as your life and financial situation changes.
See Disclosures
General Information
Firm Start Year
2016
No. of Employees
2-4
CRD#
7556128
Firm CRD#
172011
Name of Broker/Dealer
LPL Financial
Name of Custodial Firm
LPL Financial
Firm Information
Assets Managed by Firm
$161,000,000
Compensation and Fees
Minimum Portfolio Size for New Managed Accounts
$50,000
Disclosures
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
Disclaimer
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. GRP, Northeast Investment Services and LPL Financial are separate non-affiliated entities. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.