Michael Hepworth, financial advisor Wolfeboro NH

Michael Hepworth

CRD Number: 2448444
Current Firm: Hepworth Equity Partners, LLC

Michael Hepworth (CRD# 2448444) is an Investment Advisor Representative working at Hepworth Equity Partners, LLC in Wolfeboro, NH and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Hepworth Equity Partners Wolfeboro, NH Dec 2007 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1994
S65 NASAA Investment Advisors Law Examination Jun 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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael E. Hepworth
Phone Number: 603-819-5323
Registered State(s):
  • MA
  • NH
  • NJ
By the Numbers
  • Total Assets Under Management
    92
    MILLIONS
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $317,241
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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