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115 advisors near
03839
within the area shown on the map
Out of 400,000+ nationwide
David M
Series 66
Deerfield, NH
Edward Jones
David Malone Jr. is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.
John C
Series 63, Series 65
Rochester, NH
Cetera
John Creteau is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously with Voya Financial Advisors. Outside of his advisory role, he serves as president of The Spaulding High School Baseball Fan Club, an organization that raises funds for high school baseball programs. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with various portfolio management options and access to third-party money managers.
Deanna S
Series 63, Series 66
Strafford, NH
STIFEL
Deanna St. Hilaire is a financial advisor at Stifel with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co. since 2009. Outside of her advisory work, she owns a custom dog accessories business and serves as a board member of the Tenants Association at Pease. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to deliver asset allocation and planning guidance.
Timothy B
Series 63, Series 65
Somersworth, NH
LPL Financial
Timothy Bascom is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Robin J
Series 63, Series 65
Somersworth, NH
Cambridge Investment Research Advisors
Robin Jarvis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Cambridge since 2010, with prior roles at Oppenheimer and Merrill. In addition to his advisory work, Jarvis is an independent insurance agent and also works as a courier service contractor. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, third‑party advisers, and proprietary model strategies.
David R
Series 63, Series 66
Barrington, NH
Edward Jones
David Ranson is a financial advisor at Edward Jones in Barrington, NH, holding Series 63 and Series 66 designations with 26 years of industry experience. He has been with Edward Jones since 2000. 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, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Mary S
CFP®, CFA®, Series 65, Series 66
Eliot, ME
Ameriprise
Mary Sycamore is a financial advisor with Ameriprise Financial Services, LLC, holding CFP® and CFA® designations and Series 65 and 66 licenses. She has 11 years of industry experience, including prior roles at Morgan Stanley Private Bank and Robertson Stephens Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.
Noah P
Series 66
Dover, NH
Cambridge Investment Research Advisors
Noah Paige is a financial advisor with Cambridge Investment Research Advisors in Dover, NH, holding a Series 66 designation and three years of industry experience. Prior to joining Cambridge, he worked at Cetera Advisors and Flight Financial Group. He also volunteers as an instructor with AFES. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform options and proprietary model strategies through a large network of financial professionals.
Sarah S
Series 66
Dover, NH
Edward Jones
Sarah Swanson is a financial advisor at Edward Jones in Dover, NH, holding a Series 66 designation with eight years of industry experience. She has worked at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Arthur M
Series 63, Series 66
Dover, NH
Cetera
Arthur Macgregor Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at LPL Financial for 18 years before joining Cetera and Lighthouse Federal Credit Union in 2025. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts.
Catherine P
Series 63, Series 66
Dover, NH
Cambridge Investment Research Advisors
Catherine Paige is a financial advisor with Cambridge Investment Research Advisors in Dover, NH, holding Series 63 and Series 66 credentials and with 10 years of industry experience. She has worked at firms including Cetera Advisors and Questar Capital Corporation, and maintains an investment-related role with Flight Financial Group. Additionally, she volunteers as an instructor with a financial education service. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through thousands of financial professionals. The firm provides access to multiple platforms and custodians, discretionary and non-discretionary management, and proprietary model strategies under its Founders Gate Capital brand.
Kimberly P
Series 63, Series 65
Dover, NH
LPL Enterprise
Kimberly Place is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her work history includes roles at Merrimack County Savings Bank, Penn Mutual Life Insurance Company, and The Prudential Insurance Company of America. She is also registered as a non-variable insurance agent. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual investors, high-net-worth individuals, retirement plans, and charitable organizations. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.
Jennifer C
Series 63, Series 65
Dover, NH
LPL Enterprise
Jennifer Craig is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside additional services such as affiliated trust custody and insurance product facilitation.
Daniel G
ChFC®, Series 63
Dover, NH
LPL Enterprise
Daniel Gagnon Sr. is a financial advisor with LPL Enterprise holding the ChFC® and Series 63 designations and has 33 years of industry experience. His prior firms include Prudential Insurance Company of America, PRUCO Securities, LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. He is also involved with IRIS Financial Group, LLC, focusing on non-variable insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a wrap program, along with affiliated trust and insurance services.
Nicholas C
Series 66
Dover, NH
LPL Enterprise
Nicholas Caron is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Oppenheimer & Co., Inc. Outside of his advisory role, he is employed as a bartender at Cape Neddick Country Club in Dover, NH. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, relying on portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to managed accounts, and insurance product sales through affiliated entities.
Samuel M
Series 66
Dover, NH
Equitable Advisors
Samuel Mark is a financial advisor with Equitable Advisors in Dover, NH, holding a Series 66 designation and three years of industry experience. His work history includes roles at Vermont State ECU, LPL Financial, and the Vermont Department of Labor. Outside of his advisory career, he has experience working with a creative firm, Robot Dog Studio, and in the food industry at American Flatbread. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services, with a network of Investment Adviser Representatives delivering both proprietary and third-party solutions.
Thomas S
Series 66
Dover, NH
Fidelity
Thomas Scala is a Series 66 licensed financial advisor with Fidelity, based in Dover, NH. He has two years of industry experience and has worked at Fidelity Investments since 2024. Prior to joining Fidelity, his background includes roles in sales and hospitality. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, offering model portfolios that utilize mutual funds, ETFs, and ETPs, and maintaining oversight of affiliated and unaffiliated sub-advisers.
Christopher J
Series 66
Dover, NH
LPL Enterprise
Christopher Johnson is a Series 66-licensed financial advisor with LPL Enterprise, based in Dover, NH. He has three years of industry experience, including roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory work, he has been employed part-time as a gym attendant for Dover Recreation since 2018. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers financial planning, third-party asset management access, and various insurance and trust services.
Samantha V
Series 66
Berwick, ME
Mass Mutual Investors Services
Samantha Vona is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 11 years of industry experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019, and previously held roles at Royal Alliance Associates, Signator Investors, and Centennial Financial Group. Outside of advising, she is involved in ownership and sales roles at two divorce-related businesses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, comprehensive planning engagements and a range of investment programs.
Jacqueline P
Series 66
Kittery, ME
Edward Jones
Jacqueline Pampinella is a financial advisor at Edward Jones with a Series 66 designation and seven years of experience at the firm. Her prior work history includes positions outside the financial industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.
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Finding advisors...
115 advisors near
03839
within the area shown on the map
Out of 400,000+ nationwide