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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Plymouth, NH

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

The short answer

3 registered advisors work in Plymouth; the most are at Ameriprise Financial Services, LLC (1). 1 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in Plymouth

FirmAdvisors in Plymouth
Ameriprise Financial Services, LLC news1
Citizens Securities, Inc.1
Osaic Wealth, Inc. news1

Advisors in Plymouth, A to Z

CFP advisors in Plymouth →

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 Plymouth, NH?

3 investment adviser representatives are registered at firm offices in Plymouth, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Plymouth?

Ameriprise Financial Services, LLC, with 1 registered advisors in Plymouth, followed by Citizens Securities, Inc. with 1.

How do I check a financial advisor in Plymouth?

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.