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Robert Alan Mclemore

Abbot Financial Management, Inc

Andover, MA

Pawley'S Island, SC

CRD 1226566

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Employer firm

Abbot Financial Management, Inc CRD 111040

$303M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Abbot Financial Management, Inc

63 Park Street Suite 202, Andover, MA 01810 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2019-07-15
MA RA APPROVED 2006-11-20
  • SC RA
    APPROVED
    Since 2019-07-15
  • MA RA
    APPROVED
    Since 2006-11-20

Branch Locations

63 Park Street Suite 202, Andover, MA 01810 • United States

Pawley'S Island, SC • 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
Winslow Evans &Crocker Boston MA 05/2000 09/2016
Abbot Financial Management, Inc North Andover MA 05/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-08-09
S63 Uniform Securities Agent State Law Examination 1984-02-03
  • S65 Uniform Investment Adviser Law Examination
    1996-08-09
  • S63 Uniform Securities Agent State Law Examination
    1984-02-03
Other Names
  • Robert Mclemore

View on SEC IAPD

Nearby Firms

BEACON POINTE ADVISORS, LLC
EDWARD JONES
LPL FINANCIAL LLC

Nearby Investors

MICHAEL PAULL KUMPH
ANNA V LARINA
MICHAEL ANTHONY DEMPSEY

Nearby Offices

BEACON POINTE ADVISORS, LLC · Andover, MA
EDWARD JONES · ANDOVER, MA
LPL FINANCIAL LLC · ANDOVER, MA

More in Andover, MA

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