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582 advisors near
03304
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Christopher L
Series 66
Manchester, NH
Edward Jones
Christopher Larro is a financial advisor with Edward Jones in Manchester, NH. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to this, he worked at United Natural Foods, Inc., Airmar Technology Corporation, and C&S Wholesale Grocers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Cullen B
Series 66
Bedford, NH
Mass Mutual Investors Services
Cullen Barnes is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 credential and has prior work history with MML Investors Services, LLC and MassMutual Life Insurance Co. Outside of his financial advisory role, he is the owner and operator of Wheely Clean Mobile Detailing, a mobile car detailing business he has run since 2011. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning approaches to develop tailored financial recommendations.
Andrew S
Series 66
Bedford, NH
Edward Jones
Andrew Stoller is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he worked at Shred-It for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.
Jeremy B
Series 63, Series 65
Concord, NH
Cambridge Investment Research Advisors
Jeremy Benoit is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Benoit Financial Planners, Axiom Advisors, Lincoln Financial Securities, and New England Employee Benefits Company. He is the owner of Benoit Financial Group LLC, which focuses on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management, access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.
Linda S
Series 63, Series 65
Manchester, NH
Wells Fargo Clearing
Linda Sirois is a financial advisor with Wells Fargo Clearing in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She previously worked at Prudential Equity Group, LLC from 1998 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
James M
Series 63, Series 65
Concord, NH
RBC Capital Markets
James Mckenna is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at several firms including Infinex Investments, Federal Savings Bank, TIAA-CREF, Banc of America Investment Services, and Quick & Reilly. In addition to his advisory role, he serves as Senior Vice President at First Seacoast Bank, focusing on retail and commercial banking. RBC Wealth Management serves a diverse client base ranging from individual investors to institutions, offering a variety of advisory programs that provide portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on clients’ risk profiles and utilizes a combination of in-house and third-party investment managers.
Biren P
CFP®, Series 66
Manchester, NH
LPL Financial
Biren Patel is a financial advisor at LPL Financial with seven years of industry experience. He holds the CFP® and Series 66 credentials and has worked at firms including Fidelity Investments, TD Bank, and Bar Harbor Bank and Trust. Outside of advisory work, he is employed as a delivery driver and also serves as a notary in Manchester, NH. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, access to third-party asset managers, and institutional platforms, combining extensive resources with a large network of investment adviser representatives.
Mathew F
CFP®, Series 66
Manchester, NH
Wells Fargo Clearing
Mathew Fabiani is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2025, following roles at Ameriprise Financial Services and Morgan Stanley in various capacities from 2011 to 2025. He serves as Chair of the Andover Contributory Retirement Board in North Andover, MA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, employing research-driven investment strategies and offering a broad range of financial products.
Erin B
Series 63, Series 66
Concord, NH
UBS Financial Services
Erin Ball is a financial advisor at UBS Financial Services in Concord, NH, with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS since 2019, following roles at Fidelity Brokerage Services LLC and TD Bank. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Brian L
Series 63, Series 65
Bedford, NH
Mass Mutual Investors Services
Brian Luce is a financial advisor with MassMutual Investors Services in Bedford, NH, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2013. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and various investment programs to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships and utilizes firm-approved software tools to analyze client goals and deliver written recommendations.
Jack C
Series 66
Manchester, NH
LPL Financial
Jack Cowette is a Series 66 licensed financial advisor with LPL Financial in Manchester, NH, where he has worked since 2022. He has one year of industry experience and prior work includes roles at St. Mary’s Bank and the University of New Hampshire. Outside of finance, he previously worked in the restaurant industry at Giovanni's Roast Beef & Pizza. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.
Seth M
Series 66
Manchester, NH
Morgan Stanley
Seth Mcnally is a financial advisor with Morgan Stanley in Manchester, NH, holding a Series 66 designation and over 20 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, Cetera Investment Services, and Banc of America Investment Services. Outside of his advisory work, he serves on several public advisory committees and nonprofit boards, including the Hampton Harbor Bridge Public Advisory Committee and the New Hampshire Seacoast Greenway Alliance. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual and corporate financial planning services.
Eric B
Series 63, Series 65
Concord, NH
Cambridge Investment Research Advisors
Eric Bahr is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining Cambridge in 2017, he worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. Bahr is also the owner of Caddis in the Rough, a business focused on sport, fitness, and gaming. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers various account platforms, discretionary and non-discretionary management, and proprietary model strategies.
John B
Series 63, Series 66
Manchester, NH
Merrill
John Brennan III is a financial advisor at Merrill with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. outside of Merrill and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Harrison S
Series 66
Manchester, NH
Morgan Stanley
Harrison Smith is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and previously worked at FIDELITY Brokerage Services LLC before joining Morgan Stanley and its Private Bank in 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.
Kyle B
Series 63, Series 65
Concord, NH
Cambridge Investment Research Advisors
Kyle Birchall is a financial advisor with Cambridge Investment Research Advisors in Concord, NH, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at Voya Financial Partners and ADP Broker-Dealer, Inc. He currently works at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.
Michael K
Series 66
Manchester, NH
Ameriprise
Michael Kiley is a Series 66-licensed financial advisor with Ameriprise in Manchester, NH, and has 26 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Kiley manages several commercial and residential property-related LLCs, including office buildings and multi-family homes. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning and tax-aware withdrawal strategies through a collaborative, non-discretionary approach.
Michael M
Series 66
Concord, NH
Raymond James Financial
Michael Muise is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 19 years of industry experience. He previously worked at Edward Jones for 11 years and served in the U.S. Air Force Reserves for 10 years. Muise operates under the marketing name Keeling Wealth LLC and owns Muise Financial Services, LLC, which supports his role at Raymond James. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining unique services such as municipal advisory and SIMPLE IRA Employer Advisory programs.
Parag K
Series 66
Bedford, NH
Ameriprise
Parag Kulshreshtha is a financial advisor at Ameriprise in New Boston, NH, holding a Series 66 designation with 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm serves a broad client base through a centralized consulting team and offers a wide range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
Joseph A
Series 63, Series 65
Bedford, NH
Mass Mutual Investors Services
Joseph Altobello is a financial advisor with Mass Mutual Investors Services in Bedford, NH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Co. since 2001. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.
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582 advisors near
03304
within the area shown on the map
Out of 400,000+ nationwide