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Access Financial Planning, LLC CRD 291360
$14.4M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
40R Merrimac Street Suite 201E, Newburyport, MA 01950 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-03-22 |
Branch Locations
40R Merrimac Street Suite 201E, Newburyport, MA 01950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Andover | MA | 07/1997 | 02/2017 |
| Access Financial Planning, Llc | Newburyport | MA | 02/2017 | Present |
| Lpl Financial Llc | Newburyport | MA | 04/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2017-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-01 |
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