Financial advisors in Laconia, NH

24 advisors

Daniel Rivet
Financial advisor at The Foundry Financial Group, Inc.
The Foundry Financial Group, Inc. · $284.2M AUM
CFP®VerifiedFinancial planning
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Joshua Allen
Financial advisor at The Foundry Financial Group, Inc.
The Foundry Financial Group, Inc. · $284.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Linda Knott
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Michael Fogarty
Financial advisor at The Foundry Financial Group, Inc.
The Foundry Financial Group, Inc. · $284.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Regina Kozsan
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anthony Ilacqua
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ava Clark
Financial advisor at The Foundry Financial Group, Inc.
The Foundry Financial Group, Inc. · $284.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Wilson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Brady Martin
Financial advisor at The Foundry Financial Group, Inc.
The Foundry Financial Group, Inc. · $284.2M AUM
VerifiedFinancial planning
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Brian Jonas
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Bochichio
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Parker
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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David Whitney
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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James Kuekan
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Jason Pochily
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Rasmusson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kaitlyn Sasseville
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kendra Deal
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristy Koehler
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Michael Blanchard
Financial advisor at Aegis Wealth Management, Inc.
Aegis Wealth Management, Inc. · $216.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rachel Dadian
Financial advisor at The Foundry Financial Group, Inc.
The Foundry Financial Group, Inc. · $284.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sarah Anderson
Financial advisor at The Foundry Financial Group, Inc.
The Foundry Financial Group, Inc. · $284.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Terri Harbour
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyler Lewis
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Laconia, NH

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Laconia, NH.

How this list works

Before you hire an advisor in Laconia, NH