Windham, NH Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

3

Of 3,120 advisors across 855 offices

Location

25 Indian Rock Road, Suite 23

Windham NH 03087

Advisors at this office

3

Advisors at this office

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Noah R

Series 63, Series 65

Windham, NH

LPL Enterprise

Noah Roffman is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as experience as a self-employed trader and involvement with the Massachusetts Technology Leadership Council. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Andre B

Series 66

Windham, NH

LPL Enterprise

Andre Boullion is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL, he worked in the energy sector with Shell affiliates from 2013 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory, and brokerage services supported by model portfolios and third-party asset management. The firm combines advisory programs with a range of financial products, including insurance through an affiliated agency.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Timothy S

Series 63, Series 65

Windham, NH

LPL Enterprise

Timothy Skwiot is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Pruco Securities, LLC and Prudential Insurance Company of America, where he held roles for nearly three decades. Outside of his advisory work, he coaches the high school fishing team in Windham, NH. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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