| Advisor Profile |
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| Name: |
Andrew Nigrelli |
| Phone Number: |
(857) 366-6230 |
| Website: |
Visit Website
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Business Description |
At Northeast Planning Associates, Inc., our goal is helping our clients achieve theirs. We are a financial services firm dedicated to providing meaningful financial solutions to address the concerns of individuals, families and business owners.
For more than 50 years, we at Northeast Planning Associates, Inc. have provided our clients with access to a full range of financial services and products.
My team understands the complexities of business and personal financial planning. Our top priority is to enhance the lives and financial future of all of our clients. We believe in long-term relationships built around trust and honest, open communication. We have advised individuals, as well as large corporations, and regularly hold seminars on financial topics of public interest. |
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General Information |
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| Name of Broker/Dealer: |
LPL Financial Corporation
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| States Licensed in: |
FL, IL, MA, ME, NH, NY, TX, CA
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| Years of Experience in Financial Services: |
8
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| Number of Years with Current Firm: |
1
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| I work with the following types of clients: |
Businesses, Individual Investors, Credit Unions
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Education |
| Academic Background |
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| Bachelor of Arts and Sciences - St. Lawrence University (2002) |
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Commodities, Insurance, Annuities, Bonds, Stocks
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Mutual Fund Counselor (CMFC®)
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Annuity, Disability, Variable Life, Long Term Care, Life, Variable Annuity
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Firm's Number of Clients: |
70
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| Firm's Number of Planning Clients: |
50
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| Firm's Number of Managed Clients: |
70
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets, Commissions, Hourly, Flat Fee
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| Additional Details on Charges: |
1.25% $100,000-$500,000
1.00% $501,000-$1,000,000
.9-.5% $1,000,000+
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| Prepared By: |
Andrew Nigrelli |
| Most Recent Update: |
12/01/2008 |
Frequently Asked Questions |
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