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Philip George Boole is a financial advisor professional located in Sherborn, MA. They specialize in financial advisory. With over 38 years of experience, they bring deep expertise to every client.
Philip George Boole - P G Boole, Llc holds an active professional license (FINRA CRD) for your protection.
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Philip George Boole operates P G Boole, LLC, a financial advisory firm based in Sherborn, Massachusetts. With 38 years in the financial services industry, Boole brings substantial experience to client relationships. The firm is registered with FINRA under CRD number 1416173, positioning it within the regulatory framework that governs investment professionals and securities activities across the United States.
A FINRA CRD registration means Philip George Boole is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokerage firms and investment professionals in the United States. This registration indicates the advisor operates under FINRA's regulatory oversight and compliance standards. The CRD (Central Registration Depository) number serves as a unique identifier in the securities industry database, allowing clients and regulators to verify registration status and review disciplinary history if any exists.