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Financial ADVSR advisor directory · SEC adviser records

Whitegate Investment Counselors, Inc. financial advisors in Concord, NH

Every SEC-registered investment adviser representative at a Whitegate Investment Counselors, Inc. office in Concord, A to Z.

The short answer

3 registered advisors work at Whitegate Investment Counselors, Inc. in Concord, out of 3 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Whitegate Investment Counselors, Inc. advisors in Concord, A to Z

Every Whitegate Investment Counselors, Inc. advisor →

Whitegate Investment Counselors, Inc. advisors in every city and state →Whitegate Investment Counselors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Concord

All Concord advisors →

UBS Financial Services Inc. 12RBC Capital Markets, LLC 11Osaic Institutions, Inc. 8Ameriprise Financial Services, LLC 7Cambridge Investment Research Advisors, Inc. 7Carlson Investments 7Mariner 7Bankers Life Advisory Services, Inc. 5LPL Financial LLC 5Pfs Investments Inc. 5Raymond James Financial Services Advisors, Inc. 5Capitol Wealth Management 4

Questions

How many financial advisors does Whitegate Investment Counselors, Inc. have in Concord?

3 investment adviser representatives are registered at Whitegate Investment Counselors, Inc. offices in Concord, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Whitegate Investment Counselors, Inc. one of the largest advisor employers in Concord?

Whitegate Investment Counselors, Inc. ranks number 17 in Concord by registered advisors; UBS Financial Services Inc. has the most, with 12.

How do I check a Whitegate Investment Counselors, Inc. advisor in Concord?

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 Whitegate Investment Counselors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.