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Francis Feger

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CRD#: 1019575
FF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Francis Feger, who also goes by Frank Feger, was a registered financial professional .

Francis is a previously registered financial professional and started their career in finance in 1981. Francis had worked at 6 firms and has passed the Series 65, Series 63, Series 15, Series 3, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Frank Feger

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 9, 2006 - May 6, 2016

BOSTON ADVISORS, LLC

RIA
CRD#: 140059
BOSTON, MA
Past

June 28, 2002 - June 9, 2006

BOSTON ADVISORS, INC.

RIA
CRD#: 110981
BOSTON, MA
Past

September 25, 2000 - June 3, 2002

BABSON UNITED INVESTMENT ADVISORS INC

RIA
CRD#: 105069
WATERTOWN, MA
Past

October 4, 1989 - August 17, 2000

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

May 30, 1984 - September 23, 1989

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

December 22, 1981 - May 15, 1984

BECKER PARIBAS INCORPORATED

BD
CRD#: 7635

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/19/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 15
Date: 5/20/1985
Foreign Currency Options Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/24/1989
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


BA
BOSTON ADVISORS, LLC
BOSTON ADVISORS, LLC

CRD#: 140059 / SEC#: 801-66535

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Contact information


Main Address
One Liberty Square, Boston, MA 02109
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

BOSTON ADVISORS ADV PART 2A MARCH 2019_UPDATE (3/29/2019)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BOSTON ADVISORS, LLC

CRD#: 140059

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