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EW

Eric B. Wadsworth

WADSWORTH & DAULAIRE FINANCIAL PLANNERS
HANOVER, NH 03755
Some features on this profile are disabled
CRD#: 5877490
EW

Professional summary

Eric Booth Wadsworth, CFP® is a registered financial advisor currently at WADSWORTH & DAULAIRE FINANCIAL PLANNERS located in Hanover, New Hampshire.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Eric has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Eric Booth Wadsworth'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®
CFP®

Certified Financial Planner

Start date: 1990

Experience

Current

March 6, 2019 - Present

WADSWORTH & DAULAIRE FINANCIAL PLANNERS

Office #1: 45 Lyme Rd Suite 305a, Hanover, NH 03755
RIA
CRD#: 116464
HANOVER, NH
Past

February 11, 2019 - September 16, 2019

FINANCIAL NAVIGATORS INC.

RIA
CRD#: 134873
Lebanon, NH
Past

January 5, 2011 - December 31, 2018

WADSWORTH & DAULAIRE FINANCIAL PLANNERS

RIA
CRD#: 116464
LEBANON, 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
(3/6/2019)
IAR
Vermont
(8/26/2019)

Exams

Current Firm

W&
WADSWORTH & DAULAIRE FINANCIAL PLANNERS
HANSEN ACCOUNTING SERVICES INC. | WADSWORTH & HANSEN, FINANCIAL PLANNERS | WADSWORTH & HANSEN FINANCIAL PLANNERS | WADSWORTH & DAULAIRE FINANCIAL PLANNERS

CRD#: 116464 / SEC#:

New Hampshire
Registered Investment Advisory firm - (10/9/1995 Approved)
Vermont
Registered Investment Advisory firm - (8/23/2019 Approved)
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Contact information

Main Address
45 Lyme Rd Suite 305a, Hanover, NH 03755
Mailing Address
Phone number
(603) 448-1705
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Red Flags

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

Company Information

WADSWORTH & DAULAIRE FINANCIAL PLANNERS

CRD#: 116464Hanover, NH 03755

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