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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in West Lebanon, NH

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

The short answer

7 registered advisors work in West Lebanon; the most are at Loudon Investment Management, LLC (3). 0 list the CFP designation and 3 are also registered broker representatives.

Firms with the most advisors in West Lebanon

FirmAdvisors in West Lebanon
Loudon Investment Management, LLC3
Wells Fargo Advisors Financial Network, LLC news2
Osaic Institutions, Inc. news1
Round Table Investment Management, LLC1

Advisors in West Lebanon, A to Z

Search all of New Hampshire →

Other cities in New Hampshire

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Merrimack 512Portsmouth 327Bedford 291Manchester 267Nashua 150Concord 129Salem 65Londonderry 49Hanover 48Dover 43Windham 42Keene 39Exeter 37Milford 28Rochester 25Hudson 23Amherst 22Laconia 22Lebanon 22Wolfeboro 21Hampton 20Derry 19Rye 18Goffstown 16

Questions

How many financial advisors are in West Lebanon, NH?

7 investment adviser representatives are registered at firm offices in West Lebanon, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in West Lebanon?

Loudon Investment Management, LLC, with 3 registered advisors in West Lebanon, followed by Wells Fargo Advisors Financial Network, LLC with 2.

How do I check a financial advisor in West 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.