Nichole Raftopoulos, financial advisor Portsmouth NH

Nichole Raftopoulos

CRD Number: 2685964
Current Firm: Nvest Financial, LLC

Nvest Financial Group is an independent boutique firm working with people just like you: individuals, families and businesses who demand the highest quality of service and attention to detail in their financial matters.  We don't take earning your business lightly. 

It is our commitment to provide you with unparalleled service and exclusive personal attention. 

 

Our team of professionals will simplify the complexities of the financial world to meet your personal needs and goals.  We consider each situation a unique relationship and not just a portfolio balance.

 

Everyone at Nvest is committed to adhering to the highest standards of ethics and education in our industry so that we may provide you and your family up-to-date, expert and caring advice.

CONTACT
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Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jun 2003 - Current 20
Nvest Financial, LLC Portsmouth, NH Jun 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1996
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Nichole D. Raftopoulos
Phone Number: 207-985-8585
Firm Website: https://www.nvest.net
Registered State(s):
  • ME
  • MA
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    380
    MILLIONS
  • Total Number of Accounts
    989
    ACCOUNTS
  • Average Account Value
    $384,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

FL, MA, ME, NH, NY, SC, TX

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