Lucas Gagne (CRD# 7668327) is an Investment Advisor Representative working at Affinity Investment Group, LLC in Exeter, NH and has 1 year of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Affinity Investment Group, LLC | Exeter, NH | Aug 2021 - Current | 2 |
| Channel Building Company, Inc. | Wilmington, MA | Jun 2019 - Jul 2021 | 2 |
| University Of Vermont | Burlington, VT | Aug 2015 - May 2019 | 3 |
| Gn Fencing | Manchester, NH | May 2015 - Aug 2018 | 3 |
| Candia First Stoppe | Candia, NH | May 2014 - Aug 2016 | 2 |
| Trinity High School | Manchester, NH | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- MA
- NH
-
Total Assets Under Management445MILLIONS
-
Total Number of Accounts1,503ACCOUNTS
-
Average Account Value$296,015
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, MA, ME, NH, TX, VT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.