Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Wolfeboro, NH
Every SEC-registered investment adviser representative at a firm office in Wolfeboro, with the firms that employ the most of them.
22 registered advisors work in Wolfeboro; the most are at Ballentine Partners (6). 9 list the CFP designation and 3 are also registered broker representatives.
Firms with the most advisors in Wolfeboro
| Firm | Advisors in Wolfeboro |
|---|---|
| Ballentine Partners | 6 |
| F L Putnam Investment Management Co. | 5 |
| Hepworth Equity Partners, LLC | 2 |
| William J. Krause CPA, P.C. | 2 |
| Citizens Securities, Inc. | 1 |
| LPL Financial LLC news | 1 |
| Sintra Capital Corp. | 1 |
| Stu Hawver, Cfa, Mba, LLC | 1 |
| Wells Fargo Clearing Services, LLC news | 1 |
| White Pine Investments | 1 |
| Yosemite Capital Management | 1 |
Advisors in Wolfeboro, A to Z
CFP advisors in Wolfeboro →- Bonnie C. AvesHepworth Equity Partners, LLC
- Valerie J. BrownF L Putnam Investment Management Co.
- Taryn DawsonBallentine Partners
- Lawrence F. DepaulisWells Fargo Clearing Services, LLC
- Andrea C. DubucBallentine Partners · Certified Financial Planner
- Emily P. DunfordBallentine Partners · Certified Financial Planner
- Gregory W. EvansF L Putnam Investment Management Co. · Certified Financial Planner
- Alexys A. FebonioBallentine Partners
- Landon J. FritchF L Putnam Investment Management Co. · Certified Financial Planner
- Samuel V. GoughBallentine Partners · Certified Financial Planner
- Stuart H. HawverStu Hawver, Cfa, Mba, LLC · Chartered Financial Analyst
- Paul H. HecklerYosemite Capital Management
- Michael E. HepworthHepworth Equity Partners, LLC
- Susan M. JohnF L Putnam Investment Management Co. · Certified Financial Planner
- Matthew W. KrauseWilliam J. Krause CPA, P.C.
- William J. KrauseWilliam J. Krause CPA, P.C.
- Andrew L. KustasWhite Pine Investments
- Heather LongBallentine Partners · Certified Financial Planner
- Kristen A. MaddenF L Putnam Investment Management Co.
- John H. Pinto Jr.Sintra Capital Corp.
- Edward R. RonanLPL Financial LLC · Certified Financial Planner
- Genevieve RowellCitizens Securities, Inc. · Certified Financial Planner
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 24Laconia 21Stratham 20Derry 18Hudson 18Lebanon 18Goffstown 17Peterborough 17Amherst 16
Questions
How many financial advisors are in Wolfeboro, NH?
22 investment adviser representatives are registered at firm offices in Wolfeboro, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records. 3 of them are also registered as broker representatives, and 9 list the CFP designation.
Which firm has the most financial advisors in Wolfeboro?
Ballentine Partners, with 6 registered advisors in Wolfeboro, followed by F L Putnam Investment Management Co. with 5.
How do I check a financial advisor in Wolfeboro?
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.