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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lebanon, NH

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

18 registered advisors work in Lebanon; the most are at Cetera Investment Advisers LLC (4). 2 list the CFP designation and 13 are also registered broker representatives.

Firms with the most advisors in Lebanon

FirmAdvisors in Lebanon
Cetera Investment Advisers LLC news4
Cwm, LLC4
American Trust Investment Advisors, LLC2
Commonwealth Financial Network news2
Dattilio & Ash Capital Management, LLC2
Edward Jones news1
LPL Financial LLC news1
Strategic Advisers LLC1
The Wealth Conservatory1

Advisors in Lebanon, A to Z

CFP advisors in Lebanon →

Other cities in New Hampshire

All of New Hampshire →

Merrimack 577Portsmouth 316Bedford 283Manchester 256Nashua 150Concord 135Salem 56Hanover 46Londonderry 44Dover 43Windham 38Exeter 36Keene 34Rochester 27Milford 26Hampton 24Wolfeboro 22Laconia 21Stratham 20Derry 18Hudson 18Goffstown 17Peterborough 17Amherst 16

Questions

How many financial advisors are in Lebanon, NH?

18 investment adviser representatives are registered at firm offices in Lebanon, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Lebanon?

Cetera Investment Advisers LLC, with 4 registered advisors in Lebanon, followed by Cwm, LLC with 4.

How do I check a financial advisor in Lebanon?

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.