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ES

Emily L. Sands

LOUDON INVESTMENT MANAGEMENT
West Lebanon, NH 03784
Some features on this profile are disabled
CRD#: 5030687
ES

Professional summary

Emily Loudon Sands, who also goes by Emily Sands, is a registered financial advisor currently at LOUDON INVESTMENT MANAGEMENT, LLC located in West Lebanon, New Hampshire.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Emily has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Emily Sands

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emily Loudon Sands's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 6, 2023 - Present

LOUDON INVESTMENT MANAGEMENT, LLC

Office #1: 24 Airport Road Ste 307, West Lebanon, NH 03784
RIA
CRD#: 113641
West Lebanon, NH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LI
LOUDON INVESTMENT MANAGEMENT, LLC
DOUGLAS M. LOUDON | LOUDON INVESTMENT MANAGEMENT, LLC | LOUDON INVESTMENT MANAGEMENT | DOUGLAS M. LOUDON-INVESTMENT COUNSEL

CRD#: 113641 / SEC#: 801-61745

RIA
Registered Investment Advisory firm - (2/3/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(6/16/2023)
IAR
New Hampshire
(4/6/2023)
IAR
New Jersey
(4/14/2023)

Exams

Current Firm

LI
LOUDON INVESTMENT MANAGEMENT, LLC
DOUGLAS M. LOUDON | LOUDON INVESTMENT MANAGEMENT, LLC | LOUDON INVESTMENT MANAGEMENT | DOUGLAS M. LOUDON-INVESTMENT COUNSEL

CRD#: 113641 / SEC#: 801-61745

RIA
Registered Investment Advisory firm - (2/3/2003 Approved)
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Contact information

Main Address
24 Airport Road Ste 307, West Lebanon, NH 03784
Mailing Address
Phone number
(603) 298-7370
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LOUDON INVESTMENT MANAGEMENT, LLC PART 2A OF FORM ADV, 3/15/2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts173
AUM (Assets Under Management)$ 221,608,700

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LOUDON INVESTMENT MANAGEMENT, LLC

CRD#: 113641West Lebanon, NH 03784

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