Financial Planning Tips
ON DEMAND SERIES IN PARTNERSHIP WITH
How to Begin Thinking About Your Financial Plan
What Type of Life Insurance is Right for Me?
Helping Close the Income Gap with Annuities
When Do I Need to Look at Long-term Care?
Can I Afford a Financial Planner?
ABOUT LINCOLN FINANCIAL
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FINANCIAL EXPERTISE
TED WALDRON, RFC
Financial Advisor
Ted Waldron, RFC has served as President of the North Shore Advisory Group, Inc. since August 2002. Mr. Waldron entered the securities industry February 1992 as a registered representative for American Express in Boston. He is also affiliated with Athlete Advisory Services and is registered with the NFL Players Association. Previously, he had been giving the economic and stock update reports on New England Talk Radio, a Boston Herald radio affiliate. Educational seminars have included workshops for the Mass Society of CPA’s, the Mass Firefighters Union, the retiree chapter of AFSCME, Verizon retiree chapter 222, and other various public forums. Mr. Waldron holds various licenses including series 7, 63, 65, 79 (Investment Banking), life accident and health. He is licensed in the numerous states around the country. Mr. Waldron is a Registered Representative with Investors Capital Corporation Member FINRA/SIPC located in Lynnfield, MA. Advisory Services offered through Investors Capital Advisory Services. Mr. Waldron has been a member of the Diamond Achievers each of the last 12 years with Investors Capital. Mr. Waldron has been a public speaker at numerous workshops for 23 years. Our group works closely with CPA’s, attorneys, and qualified intermediaries. Registered with International Association of Registered Financial Consultants. Advanced Certification of Financial Planning, Merrimack College. He is also elected on the school council for the Newburyport Schools. Mr. Waldron resides in Newburyport MA with his wife and 2 children, is a licensed private pilot, and member of the AOPA. Mr. Waldron has traveled extensively for alpine sports, scuba diving and surfing. Ted was listed in Who’s who charitable work in Financial Advisor magazine. Ted also rides in the Annual Pan Mass 200 mile ride for cancer research. Take a look at the September, 2009 issue of Financial Advisor magazine and the article featuring Ted titled “Giving Back”. Interests – Over the past two summers, we put on multiple programs with a number of professional athletes, in which we worked with under privileged and foster kids for day camps at college prep schools and Tufts University.
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