David C Linnard
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Financial Planning
- Investment Management
- Tax Planning
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
LINNARD FINANCIAL MANAGEMENT & PLANNING, INC.
Contact Information
Main Address
Boxborough, MAPhone Number
(978) 266-2958# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
29AUM (Assets Under Management)
$3,362,003Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(1/30/2004)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view David C Linnard's CRS (Customer Relationship Summary).
Services Offered by David
- Retirement Planning
- Financial Planning
- Investment Management
- Tax Planning
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