David C. Linnard
LINNARD FINANCIAL MANAGEMENT & PLANNING
BOXBOROUGH, MA
Some features on this profile are disabled
CRD#: 4755369
Professional summary
David C Linnard, CFP® is a registered financial advisor currently at LINNARD FINANCIAL MANAGEMENT & PLANNING, INC. located in Boxborough, Massachusetts.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. David has worked at 1 firm and has passed the Series 65 exam.
Biography
David Linnard has provided fee-only financial planning services from Boxborough, MA since 2002. He is a NAPFA-Registered Financial Advisor, and a CERTIFIED FINANCIAL PLANNER(TM) professional. He received an MBA degree, with Honors, concentrating in finance, from Boston University and a BS degree from Cornell University. He was elected to Beta Gamma Sigma, the international honor society recognizing business excellence.
David has been an active investor and a student of the financial markets since 1969, He has developed models of asset class performance, risk and the effects of cyclical forces on investment values. Based on this work, he developed the MarketAware(SM) investment approach, which is designed to reduce market risk by proactively managing asset allocation. He has been managing portfolios since 1992.
Additionally, David was a member of the Board of Directors of The Discovery Museums, an Acton MA educational organization for six years and its Treasurer for five.
Question & Answer
What are your service offerings?
Retirement Income Management
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Tax Planning
Do you have an area of expertise or specialization?
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view David C Linnard's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
January 30, 2004 - Present
LINNARD FINANCIAL MANAGEMENT & PLANNING, INC.
RIA
CRD#: 130356
BOXBOROUGH, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(1/30/2004)
Current Firm
LF
LINNARD FINANCIAL MANAGEMENT & PLANNING, INC.
LINNARD FINANCIAL MANAGEMENT & PLANNING, INC.
CRD#: 130356 / SEC#:
Massachusetts
Registered Investment Advisory firm - (5/8/2002 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Boxborough, MA
Mailing Address
Phone number
(978) 266-2958
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 4,567,600 |
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
LINNARD FINANCIAL MANAGEMENT & PLANNING, INC.
CRD#: 130356Boxborough, MATRUST BUT VERIFY
Monitor David Linnard
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
