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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lee, NH

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

The short answer

2 registered advisors work in Lee; the most are at Cobb Financial, LLC (1). 2 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Lee

FirmAdvisors in Lee
Cobb Financial, LLC1
Strategic Advisers LLC1

Advisors in Lee, A to Z

CFP advisors in Lee →

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 18Lebanon 18Goffstown 17Peterborough 17

Questions

How many financial advisors are in Lee, NH?

2 investment adviser representatives are registered at firm offices in Lee, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Lee?

Cobb Financial, LLC, with 1 registered advisors in Lee, followed by Strategic Advisers LLC with 1.

How do I check a financial advisor in Lee?

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.