Donald Boisvert, financial advisor Manchester NH
98 score

Donald Boisvert

CRD Number: 1365798
Current Firm: Esi Financial Advisors

Donald Boisvert (CRD# 1365798) is an Investment Advisor Representative working at Esi Financial Advisors in Manchester, NH and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Equity Services, Inc. Montpelier, VT Apr 1985 - Current 31
National Life Ins Co Manchester, NH Oct 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
Contact Info for Donald R. Boisvert
By the Numbers
  • Total Assets Under Management
    975
    MILLIONS
  • Total Number of Accounts
    6,558
    ACCOUNTS
  • Average Account Value
    $148,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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