Christopher June (CRD# 6023112) is an Investment Advisor Representative and Financial Planner working at SFM, LLC in Manchester, NH and has over 14 years of experience in the financial planning industry. Christopher June is a Certified Financial Planner (CFP®) practitioner . 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Chris provides customized financial planning and investment advisory services. He spends his time helping people of all ages grow their net worth, plan for retirement, and manage their investment portfolio. He is passionate about investing, and enjoys helping clients achieve their financial goals. Chris is CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association (FPA). He joined SFM in 2002 after graduating from Babson College in Wellesley, MA with a B.S. in Business Management with a concentration in Finance. Chris lives in Goffstown, NH with his wife Mandy, daughter Zoe, and son Gavin. In his spare time, he enjoys football, soccer, skiing, kayaking, and hiking with his family.
SFM, LLC is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions and other specialized services. Our firm understands the level of trust a person places in his/her financial manager and makes a commitment to always be true to that fiduciary role. We will exhibit the same level of care and concern for your financial affairs as we do for our own families' assets.
Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you.
SFM, LLC is a registered investment advisor with the United Stated Securities and Exchange Commission (SEC).
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sfm | Manchester, NH | Jul 2018 - Current | 5 |
| Sfm, LLC | Manchester, NH | Jun 2002 - Current | 21 |
- NH
-
Total Assets Under Management280MILLIONS
-
Total Number of Accounts627ACCOUNTS
-
Average Account Value$446,305
- 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
FL, MA, ME, NH
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.