Lon D. Sevigny

EXPANSION LLC

HOOKSETT, NH 03106

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CRD#: 5411118

Professional summary

Lon David Sevigny, who also goes by Lon Sevigny, is a registered financial advisor currently at EXPANSION LLC located in Hooksett, New Hampshire.

Lon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Lon has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lon Sevigny

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.

Member of Bristol Group LLC, Certified Public Accountants. The firm provides income tax planning, income tax preparation, and bookkeeping services. I am 95% owner with my spouse owning the remaining 5%. Receive commissions from Nationwide quarterly for a referral provided over 10 years ago to an advisor at Commonwealth Financial at the time. The advisor is currently with Northeast Planning Associates.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lon David Sevigny's 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

December 19, 2024 - Present

EXPANSION LLC

Office #1: 14 Monroe Dr, Hooksett, NH 03106

RIA

CRD#: 332871

HOOKSETT, NH

Past

December 20, 2012 - March 22, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

HOOKSETT, NH

Past

December 7, 2007 - December 31, 2010

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

HOOKSETT, NH

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

New Hampshire
(12/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/18/2024

Uniform Investment Adviser Law Examination

Current Firm

EXPANSION LLC

CRD#: 332871 / SEC#:

New Hampshire

Registered Investment Advisory firm - (10/2/2024 Approved)

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Contact information

Main Address

Hooksett, NH

Mailing Address

Phone number

(603) 644-1113

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Lon D. Sevigny

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lon David Sevigny's CRS (Customer Relationship Summary).

Certified licenses

Experience

EXPANSION LLC

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2024

Current Firm

EXPANSION LLC

Contact information

Documents

Red Flags

Company Information

EXPANSION LLC

TRUST BUT VERIFY

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