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Barbara V Linnard

Linnard Financial Management & Planning, Inc.

Boxborough, MA

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Current Employers
Linnard Financial Management & Planning, Inc.

Boxborough, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2002-05-08
  • MA RA
    APPROVED
    Since 2002-05-08

Branch Locations

Boxborough, MA • 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
OrganizationCityStateFromTo
Linnard Financial Management & Planning, Inc Boxborough MA 04/2002 Present
None Boxborough MA 03/1992 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-03-26
  • S65 Uniform Investment Adviser Law Examination
    2002-03-26

View on SEC IAPD

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