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Financial ADVSR advisor directory · SEC adviser records

David Wendell Associates, Inc. financial advisors in New Hampshire

Every SEC-registered investment adviser representative at a David Wendell Associates, Inc. office in New Hampshire, by city and A to Z.

The short answer

5 registered advisors work at David Wendell Associates, Inc. in New Hampshire, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Portsmouth (5). 0 list the CFP designation and 0 are also registered broker representatives.

David Wendell Associates, Inc. advisors by city in New Hampshire

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Portsmouth 5

David Wendell Associates, Inc. advisors in New Hampshire, A to Z

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Questions

How many David Wendell Associates, Inc. financial advisors are in New Hampshire?

5 investment adviser representatives are registered at David Wendell Associates, Inc. offices in New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in New Hampshire does David Wendell Associates, Inc. have the most advisors?

Portsmouth, with 5. David Wendell Associates, Inc. has advisors in 1 city in New Hampshire.

How do I check a David Wendell Associates, Inc. advisor in New Hampshire?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the David Wendell Associates, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.