New London, NH Office

Team
Updated today

Client AUM

$18,007,367,342

Clients

32,532

Advisors

4

Of 511 advisors across 152 offices

Location

292 Main Street

New London NH 03257

Advisors at this office

4

Advisors at this office

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Lori T

Series 63, Series 66

New London, NH

Benjamin F. Edwards & Company, Inc.

Lori Tetreault is a financial advisor at Benjamin F. Edwards & Company, Inc. with 38 years of industry experience. She holds Series 63 and Series 66 designations and has been with Benjamin F. Edwards since 2014. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base including individuals, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies from model-based to customized portfolios and combines advisory services with broker-dealer capabilities and in-house trading operations.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Christopher M

Series 63, Series 66

New London, NH

Benjamin F. Edwards & Company, Inc.

Christopher Morse is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has experience at Fidelity Investments and Red River. Morse has worked in financial roles since 2017, including six years at AppCast prior to entering the advisory field. Benjamin F. Edwards & Company provides investment advice and related services to individuals, retirement plans, trusts, estates, and corporate clients. The firm offers both model-based and customized investment strategies, combining active and passive approaches, and supports clients with ongoing monitoring and rebalancing.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Thomas R

Series 66

New London, NH

Benjamin F. Edwards & Company, Inc.

Thomas Robb is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc. in New London, New Hampshire, where he has worked since 2014. He has 24 years of industry experience. Outside of his advisory role, Robb is involved with Speedway Safety Services, specializing in emergency care and fire suppression at racetracks across New England. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing around $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with periodic strategic reviews.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Joseph D

Series 66

New London, NH

Benjamin F. Edwards & Company, Inc.

Joseph Dupree is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at First Citizens Bank and CIT Bank. Before entering the financial industry, he was employed at the Montshire Museum of Science for six years. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory and investment management services that include both firm-developed and third-party model strategies.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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