ChooseAFinancialAdvisor.com
Advisors / Massachusetts / Boston
17yrs

Robert Rand Alkon

Financial advisor at Alkon Financial Services

Boston, MACPA/PFSFee-only firm
Call the officeDirections

At a glance

Experience17 years (since 2010)
How that compares ?More experience than 58% of advisors in Boston
OfficeBoston, MA
How the firm is paid ?Other
States licensed ?1 state

Services through Alkon Financial Services

Other services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CPA/PFS

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

None listed.

Career

  1. 2010 – now
    Alkon Financial Services, LLCCurrent firm

Questions to ask Robert

Tailored to Robert’s registration and firm.

  1. Where would my money be held, and will I get statements directly from that firm?
  2. What would I pay in total each year, in dollars, including fund and trading costs?

About Robert

How do I contact Robert?

Call Alkon Financial Services at 617-969-6630 and ask for Robert Rand Alkon. Robert works from the Boston, MA office.

How long has Robert been a financial advisor?

Robert has been in the industry since 2010, about 17 years. More experience than 58% of advisors in Boston.

What licenses does Robert hold?

No exams are listed on the official record.

Is Robert a fiduciary?

Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Robert paid?

Alkon Financial Services reports being paid by other fees. Ask Robert for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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