Stephen Mathieu (CRD# 1350047) is an Investment Advisor Representative working at Legacy Financial Solutions, Inc. in Manchester, NH and has over 38 years of experience in the finance industry.
CRD# 6002683
Edward Jones
CRD# 2157148
Fidelity Personal And Workplace Advisors
CRD# 6169230
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lfs Tax Group, LLC | Manchester, NH | Mar 2018 - Current | 6 |
| Legacy Financial Solutions, Inc. | Manchester, NH | Jul 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1985 |
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Total Assets Under Management20MILLIONS
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Total Number of Accounts220ACCOUNTS
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Average Account Value$92,727
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NH
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