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Philip Julien Dubuque

Beaumont Financial Partners

Needham, MA

CRD 1346884

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Employer firm

Beaumont Financial Partners CRD 322925

$3.76B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • CREDIT AND CASH MANAGEMENT SOLUTIONS; AND INSURANCE SOLUTIONS

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

Current Employers
Beaumont Financial Partners

250 1St Avenue, Suite 101, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-11-22
  • MA RA
    APPROVED
    Since 2022-11-22

Branch Locations

250 1St Avenue, Suite 101, Needham, MA 02494 • 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
Beaumont Financial Partners, Llc Needham MA 09/2013 Present
Beaumont Financial Advisors, Llc Needham MA 11/2022 Present
  • 09/2013 → Present
    Beaumont Financial Partners, Llc
    Needham, MA
  • 11/2022 → Present
    Beaumont Financial Advisors, Llc
    Needham, MA
Previous Registrations
  • 2010-10-01 → 2022-12-08
    Beaumont Financial Partners Llc
    Needham, MA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

ARMSTRONG ADVISORY GROUP INC.
OSAIC WEALTH, INC.
GOODMAN ADVISORY GROUP, LLC

Nearby Investors

MARC ALAN FANDETTI
BRENDAN KEVIN HAYES
SCOTT EVERETT WILSON

Nearby Offices

ARMSTRONG ADVISORY GROUP INC. · NEEDHAM, MA
OSAIC WEALTH, INC. · NEEDHAM HEIGHTS, MA
GOODMAN ADVISORY GROUP, LLC · NEEDHAM, MA

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