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Nichole Demetria Raftopoulos

NVEST FINANCIAL, LLC·PORTSMOUTH, New Hampshire
NVEST FINANCIAL, LLC
TWO INTERNATIONAL DRIVE, PORTSMOUTH, NH 03801CRD# 2685964Firm CRD# 128868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nichole Demetria Raftopoulos · PORTSMOUTH, NH
Registration
CRD #2685964 · NVEST FINANCIAL, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Nichole Demetria 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
View all advisors at NVEST FINANCIAL, LLC →
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# 2685964
Firm CRD# 128868
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nichole Demetria Raftopoulos offer?
Nichole Demetria Raftopoulos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.
What are Nichole Demetria Raftopoulos's credentials?
Nichole Demetria Raftopoulos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nichole Demetria Raftopoulos located?
Nichole Demetria 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 Nichole Demetria Raftopoulos charge for services?
Nichole Demetria 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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Other Advisors at NVEST FINANCIAL, LLC

George Nmn Raftopoulos
PORTSMOUTH, NH

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Research
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