BB
BB

Brad Roland Begin

24 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
158 advisors
Number of Clients
35,239 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$202.2B

Fee Structure

Financial Planning:Investment management only
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Location

200 Berkeley St., Boston, MA, 02116-5022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
John Hancock Investment Management LLC
November 2018 - Present · 7 yrs 3 mos
John Hancock Investment Management Distributors LLC
June 2018 - Present · 7 yrs 8 mos
John Hancock Investment Management Distributors LLCBroker
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
John Hancock Funds, LLCBroker
December 2009 - May 2016 · 6 yrs 5 mos
Manulife Asset Management (US) LLC
February 2005 - November 2018 · 13 yrs 9 mos
John Hancock Advisers, LLC
February 2005 - December 2010 · 5 yrs 10 mos
John Hancock Funds, LLCBroker
February 2005 - April 2009 · 4 yrs 2 mos
TD Waterhouse Investor Services, INC.
July 2003 - January 2005 · 1 yr 6 mos
TD Waterhouse Investor Services, INC.Broker
July 2002 - January 2005 · 2 yrs 6 mos
Scudder Distributors, INC.Broker
October 2001 - May 2002 · 7 mos
Scudder Investor Services, INC.Broker
October 2000 - October 2001 · 1 yr
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.