Financial ADVSR advisor directory · SEC adviser records
Nvest Financial, LLC financial advisors in New Hampshire
Every SEC-registered investment adviser representative at a Nvest Financial, LLC office in New Hampshire, by city and A to Z.
The short answer
4 registered advisors work at Nvest Financial, LLC in New Hampshire, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Portsmouth (4). 3 list the CFP designation and 3 are also registered broker representatives.
Nvest Financial, LLC advisors by city in New Hampshire
Every firm in New Hampshire →Nvest Financial, LLC advisors in New Hampshire, A to Z
Search by name →- Justin HappPortsmouth
- Dinon HughesPortsmouth · Certified Financial Planner
- Daphne L. LafazanPortsmouth · Certified Financial Planner
- Nichole D. RaftopoulosPortsmouth · Certified Financial Planner
Nvest Financial, LLC advisors in every state →Nvest Financial, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Nvest Financial, LLC financial advisors are in New Hampshire?
4 investment adviser representatives are registered at Nvest Financial, LLC offices in New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Where in New Hampshire does Nvest Financial, LLC have the most advisors?
Portsmouth, with 4. Nvest Financial, LLC has advisors in 1 city in New Hampshire.
How do I check a Nvest Financial, LLC 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 Nvest Financial, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.