Eric Wadsworth (CRD# 5877490) is an Investment Advisor Representative working at Wadsworth & Daulaire Financial Planners in Hanover, NH and has 1 year of experience in the finance industry. Eric Wadsworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4549814
Granite Value Capital, LLC
CRD# 4171657
Summit Wealth Group LLC
CRD# 5343486
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Financial Navigators Inc. | Littleton, MA | Jan 2019 - Current | 5 |
Wadsworth-hansen Fin Plnrs | Lebanon, NH | Jan 2011 - Current | 13 |
Dartmouth College | Lebanon, NH | Aug 2010 - Current | 13 |
Eric Wadsworth, Financial Planning Educational Services | Lebanon, NH | Oct 1990 - Dec 2017 | 27 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NH
- VT
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Financial planning services
- Educational seminars/workshops
NH, VT
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