Inactive

Robert Coady Florek

Florek Financial, LLC

Claim This Profile

Current Employers

Florek Financial, Llc

46 Railroad Avenue Suite 201, Duxbury, MA 02332 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2009-11-20

MA RA
APPROVED

Since 2009-11-20

Branch Locations

46 Railroad Avenue Suite 201, Duxbury, MA 02332 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Rinet Company, Llc	Boston	MA	09/2001	Present
Florek Financial, Llc	Duxbury	MA	11/2009	Present

09/2001 → Present

Rinet Company, Llc

Boston, MA
11/2009 → Present

Florek Financial, Llc

Duxbury, MA

Previous Registrations

2004-02-02 → 2009-12-31

Rinet Company, Llc

Boston, MA

Other Businesses

SOLE PROPRIETOR. TAX PREPARATION (NON-INVESTMENT RELATED). 81 BRICK HILL LANE, DUXBURY, MA. STARTED 1/2006. AVERAGE HOURS PER MONTH IS 10 HOURS.

Designations

View on SEC IAPD

Other Firms

HIGH PINES WEALTH MANAGEMENT LLC

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

C&S ADVISORS, INC.

WH CORNERSTONE INVESTMENTS INC.

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

1620 INVESTMENT ADVISORS, INC.

Other Investors

JIM MATTHEW GIBBONS

RAYMOND KEVIN MORRIS

RICHARD SCOTT WHELPLEY

MICHAEL JOSEPH KELLEY

MICHAEL PATRICK SULLIVAN

KEVIN JOHN ALCARO

Robert James Dee

KEVIN P MANTVILLE

Other Offices

HIGH PINES WEALTH MANAGEMENT LLC · DUXBURY, MA

LPL FINANCIAL LLC · DUXBURY, MA

LPL FINANCIAL LLC · DUXBURY, MA

COMMONWEALTH FINANCIAL NETWORK · Duxbury, MA

C&S ADVISORS, INC. · DUXBURY, MA

WH CORNERSTONE INVESTMENTS INC. · DUXBURY, MA

OSAIC WEALTH, INC. · KINGSTON, MA

AMERIPRISE FINANCIAL SERVICES, LLC · KINGSTON, MA

More in Duxbury, MA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor