Financial advisors in Portsmouth, NH

65 match · page 2 of 3

Joseph Skees
Financial advisor at Arca Wealth, LLC
Arca Wealth, LLC · $1.27B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karen McCloskey
Financial advisor at Cmh Wealth Management, LLC
Cmh Wealth Management, LLC · $813.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kieth Tong
Financial advisor at Citizens Securities, Inc.
Citizens Securities, Inc. · $12.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lance Prichard
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Leslie Modica
Financial advisor at Saltbox Financial LLC
Saltbox Financial LLC · $104.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lisa Dugan
Financial advisor at Secure Planning
Secure Planning · $187M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mackenzie Parsons
Financial advisor at Cornerstone Financial Planning, LLC
Cornerstone Financial Planning, LLC · $400.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Sycamore
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Wasp
Financial advisor at Arca Wealth, LLC
Arca Wealth, LLC · $1.27B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Melody Evans
Financial advisor at Newedge Advisors
Newedge Advisors · $43.21B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Desclos
Financial advisor at F L Putnam Investment Management Co.
F L Putnam Investment Management Co. · $9.72B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Leclerc
Financial advisor at Cmh Wealth Management, LLC
Cmh Wealth Management, LLC · $813.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nichole Raftopoulos
Financial advisor at Nvest Financial, LLC
Nvest Financial, LLC · $688.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patricia Everett
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul O'brien
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Stanley
Financial advisor at Arca Wealth, LLC
Arca Wealth, LLC · $1.27B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Ankeny
Financial advisor at Wolf Pine Capital
Wolf Pine Capital · $19.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rhonda Bowden
Financial advisor at Hanai Financial
Hanai Financial
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Hackett
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Lyons
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Roland Gagne
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Reid
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sarah Clapp
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sharon Harkinson
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Siobhan Moore
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Spike Trueworthy
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Houle
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Nassoura
Financial advisor at Cmh Wealth Management, LLC
Cmh Wealth Management, LLC · $813.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Boys
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Burleigh
Financial advisor at F L Putnam Investment Management Co.
F L Putnam Investment Management Co. · $9.72B AUM
CFP®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 Portsmouth, 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 Portsmouth, NH.

How this list works

Before you hire an advisor in Portsmouth, NH