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487 advisors near
03811
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Out of 400,000+ nationwide
Cameron E
Series 65, Series 63
Salem, NH
OSAIC
Cameron Egan is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Guardian Life Insurance Company, Park Avenue Securities, and UBS Financial Services. Outside of his advisory role, he is involved in a carpentry contracting business. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm uses model-based asset allocation and portfolio optimization techniques and supports a range of investment programs delivered via affiliated broker-dealer and RIA relationships.
Lisa W
ChFC®, Series 66
Windham, NH
Edward Jones
Lisa Walker Gallant is a ChFC® and Series 66-registered financial advisor with Edward Jones, where she has worked since 2011. She has 14 years of industry experience. She serves as Chair of the Finance Committee for the Boys and Girls Club of Greater Salem, where she is a current board member. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Gregory P
Series 63, Series 65, Series 66
Londonderry, NH
Mass Mutual Investors Services
Gregory Palmer is a financial advisor with Mass Mutual Investors Services in Londonderry, NH, holding Series 63, 65, and 66 licenses and having 30 years of industry experience. He previously worked at MetLife Securities for 16 years before joining MassMutual in 2017. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools and offers specialized planning programs, including estate settlement and employer-sponsored planning.
Gary S
Series 63, Series 65
Salem, NH
LPL Financial
Gary Seckendorf is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include a decade at Wells Fargo Clearing and a year at Quick & Reilly, Inc. He is based in Salem, New Hampshire. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of representatives, offering diverse investment strategies and operational support tools.
Evan M
Series 63, Series 65
Exeter, NH
Cambridge Investment Research Advisors
Evan Miller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Cambridge Investment Research, Cantella & Co., Inc., Northwestern Mutual, and Signator Investors. Miller is also an independent insurance agent affiliated with various agencies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.
Matthew R
Series 63, Series 65
Salem, NH
OSAIC
Matthew Rigatti is a financial advisor at OSAIC with 29 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Signator Financial Services, Inc., Jhfn Sii, and John Hancock. In addition to his advisory work, he operates a sole proprietorship offering fixed protection insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization with a range of investment programs and third-party manager options.
Frank S
Series 63
Derry, NH
Fvs Financial
Frank Sapareto is the sole advisor at FVS Financial, an independent investment advisory firm based in Derry, NH. He holds a Series 63 designation and has 33 years of industry experience, including prior roles at Trustmont Financial Group, Fortune Financial Services, Advisory Group Equity Services, and Source Capital Group. Sapareto has served in the New Hampshire Legislature since 1998. He is also licensed as a real estate broker and insurance agent, maintaining affiliations with both industries alongside his advisory work. FVS Financial provides portfolio management and financial planning primarily for individual clients, managing approximately $11 million in assets across about 25 client relationships. The firm offers personalized investment strategies and pension consulting, combining advisory services with real estate and insurance expertise.
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Finding advisors...
487 advisors near
03811
within the area shown on the map
Out of 400,000+ nationwide