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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Exeter, NH

Every SEC-registered investment adviser representative at a firm office in Exeter, with the firms that employ the most of them.

36 registered advisors work in Exeter; the most are at MML Investors Services, LLC (6). 0 list the CFP designation and 24 are also registered broker representatives.

Firms with the most advisors in Exeter

FirmAdvisors in Exeter
MML Investors Services, LLC6
Summit Wealth Group LLC5
Edward Jones news4
Blueline Advisors3
Cambridge Investment Research Advisors, Inc. news2
Ledgewood Wealth Advisors, LLC2
Osaic Wealth, Inc. news2
Strategic Advisers LLC2
Alignment Financial Group1
Captrust news1
Citizens Securities, Inc.1
Commonwealth Financial Network news1
Eagle Strategies LLC1
LPL Financial LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Morgan Stanley news1
Newedge Advisors1
UBS Financial Services Inc. news1

Advisors in Exeter, A to Z

Search all of New Hampshire →

Other cities in New Hampshire

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Merrimack 536Portsmouth 343Bedford 312Manchester 279Nashua 161Concord 142Salem 67Londonderry 54Hanover 51Dover 44Windham 44Keene 41Milford 30Rochester 25Wolfeboro 25Amherst 24Hudson 23Laconia 23Lebanon 23Hampton 21Derry 19Peterborough 18Rye 18Goffstown 17

Questions

How many financial advisors are in Exeter, NH?

36 investment adviser representatives are registered at firm offices in Exeter, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Exeter?

MML Investors Services, LLC, with 6 registered advisors in Exeter, followed by Summit Wealth Group LLC with 5.

How do I check a financial advisor in Exeter?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.