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George Nmn Raftopoulos

NVEST FINANCIAL, LLC·PORTSMOUTH, New Hampshire
NVEST FINANCIAL, LLC
TWO INTERNATIONAL DRIVE, PORTSMOUTH, NH 03801CRD# 1749955Firm CRD# 128868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
George Nmn Raftopoulos · PORTSMOUTH, NH
Registration
CRD #1749955 · NVEST FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

George Nmn Raftopoulos is a registered financial advisor based in PORTSMOUTH, New Hampshire, affiliated with NVEST FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NVEST FINANCIAL, LLC
NVEST FINANCIAL, LLC
AUM
$380M
Regulatory assets under management
Employees
12
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1749955
Firm CRD# 128868
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does George Nmn Raftopoulos offer?
George Nmn Raftopoulos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are George Nmn Raftopoulos's credentials?
George Nmn Raftopoulos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George Nmn Raftopoulos located?
George Nmn Raftopoulos is based in PORTSMOUTH, New Hampshire, working with NVEST FINANCIAL, LLC. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.
How does George Nmn Raftopoulos charge for services?
George Nmn Raftopoulos's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NVEST FINANCIAL, LLC?
NVEST FINANCIAL, LLC has approximately 12 employees and manages $380M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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