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Steve Mc Feely
Chartered Financial Analyst® Charterholder And Principal at Northeast Planning Associates
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Work Experience
Chartered Financial Analyst® Charterholder And Principal
Jun 2020 - Present · 4 years and 6 months
Director Of Investment Management And Research
Mar 2016 - Nov 2019 · 3 years and 8 months
Portfolio Manager
Dec 2014 - Mar 2016 · 1 years and 3 months
Company Details
At Northeast Planning Associates, Inc., our goal is helping our clients work towards theirs. We are a financial services firm dedicated to providing meaningful financial strategies to address the concerns of individuals, families, and business owners. For more than 50 years, we at Northeast Planning Associates, Inc. have provided our clients with access to a full range of financial services and products. For a list of states in which we are registered to do business, please visit www.northeastplanning.com. Securities offered through LPL Financial, Member SIPC (www.sipc.org). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Year Founded
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Social Media
Linkedin
Industry
Financial Services, Business Services (Unclassified), Business Services, NEC, Business Services
HQ Location
43 Constitution Drive Bedford, NH 03110, US
Keywords
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