Bonnie Aves, financial advisor Wolfeboro NH

Bonnie Aves

CRD Number: 2394247
Current Firm: Hepworth Equity Partners, LLC

Bonnie Aves (CRD# 2394247) is an Investment Advisor Representative working at Hepworth Equity Partners, LLC in Wolfeboro, NH and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Hepworth Equity Partners Wolfeboro, NH Dec 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
S65 NASAA Investment Advisors Law Examination Apr 2012
Disclosure Information

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
Contact Info for Bonnie C. Aves
Phone Number: 603-819-5323
Registered State(s):
  • MA
  • NH
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    103
    MILLIONS
  • Total Number of Accounts
    347
    ACCOUNTS
  • Average Account Value
    $296,830
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA, NH, NJ, NY

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