Richard Davies, CFP
O'Brien Wealth Partners LLC
Certified Financial Planner in Boston, MA
Address:177 Huntington Ave Ste 2010
Boston, MA 02115
About Richard Davies
Richard Davies is a financial professional at O'Brien Wealth Partners LLC located in Boston, Massachusetts. Richard Davies holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Richard Davies provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Richard Davies177 Huntington Ave Ste 2010
Boston, MA 02115
Phone Number:
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Website:
https://www.obrienwp.com/
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