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Nichole Demetria Raftopoulos

NVEST FINANCIAL, LLC·PORTSMOUTH, New Hampshire
SIE, Series 7, Series 24, Series 63, Series 65CFPClean record23 years registeredNVEST 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 · 23 years registered
Brand Profile
Not yet started
01

Career History

NVEST FINANCIAL, LLC
Feb 2008 – present
COMMONWEALTH FINANCIAL NETWORK
Jun 2003 – Feb 2022
KENNEBUNK, ME
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · June 6, 2003
Years registered · 23
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NVEST FINANCIAL, LLC
CRD 128868 · SEC 801-123374
AUM
$380M
Regulatory assets under management
Employees
12
989 client accounts
Services offered by NVEST FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NVEST FINANCIAL, LLC →
Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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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