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Deborah B Fortin

CONSERVATION RESOURCE PARTNERS, LLC·EXETER, New Hampshire
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8 CENTER STREET, EXETER, NH 03833CRD# 6301977Firm CRD# 160706
01

About

Deborah B Fortin is a registered financial advisor based in EXETER, New Hampshire, affiliated with CONSERVATION RESOURCE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CONSERVATION RESOURCE PARTNERS, LLC
CONSERVATION RESOURCE PARTNERS, LLC
AUM
$683M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at CONSERVATION RESOURCE PARTNERS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6301977
Firm CRD# 160706
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Deborah B Fortin offer?
Deborah B Fortin specializes in Retirement Planning, Wealth Management. Contact their office in EXETER, New Hampshire for a consultation.
What are Deborah B Fortin's credentials?
Deborah B Fortin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deborah B Fortin located?
Deborah B Fortin is based in EXETER, New Hampshire, working with CONSERVATION RESOURCE PARTNERS, LLC. Their office serves clients in the EXETER metropolitan area and surrounding communities.
How does Deborah B Fortin charge for services?
Deborah B Fortin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONSERVATION RESOURCE PARTNERS, LLC?
CONSERVATION RESOURCE PARTNERS, LLC has approximately 16 employees and manages $683M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EXETER
Daniel John Wyand — BLUELINE ADVISORS LLCFrank Charles Sabin — BLUELINE ADVISORS LLCGregory Bruce Gagne — AFFINITY INVESTMENT GROUP, LLCPeter Wright Willcox — AFFINITY INVESTMENT GROUP, LLCJulie Ann Koeninger — CONSERVATION RESOURCE PARTNERS, LLC
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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