Daniel Rivet (CRD# 6817858) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 5 years of experience in the finance industry. Daniel Rivet 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# 1132965
Lincoln Financial Advisors Corporation
CRD# 5166150
Mml Investors Services, LLC
CRD# 1775408
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Foundry Financial Group, Inc. | Laconia, NH | Jan 2020 - Current | 4 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2018 - Current | 5 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2018 - May 2020 | 2 |
| The Foundry Financial Group Inc. | Laconia, NH | Jun 2017 - Jan 2020 | 2 |
| University Of New Hampshire | Durham, NH | Sep 2013 - May 2017 | 3 |
| Putnam Investments | Andover, MA | Jun 2016 - Dec 2016 | < 1 |
| The Common Man Family Of Restaurants | Meredith, NH | May 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- NH
- TX
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Total Assets Under Management199MILLIONS
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Total Number of Accounts745ACCOUNTS
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Average Account Value$266,779
- 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)
NH
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