Donald Burnham (CRD# 838833) is an Investment Advisor Representative working at Northeast Planning Associates, Inc. in Bedford, NH and has over 42 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Bedford, NH | Jul 2007 - Current | 16 |
| Northeast Planning Associates, Inc. | Bedford, NH | Nov 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1981 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- NH
-
Total Assets Under Management301MILLIONS
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Total Number of Accounts1,318ACCOUNTS
-
Average Account Value$228,707
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, DE, FL, MA, ME, NH, NY, RI, TX, VT
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