Leif Daulaire (CRD# 7158572) is an Investment Advisor Representative working at Wadsworth & Daulaire Financial Planners in Hanover, NH and has over 4 years of experience in the finance industry. Leif Daulaire has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4549814
Granite Value Capital, LLC
CRD# 4171657
Summit Wealth Group LLC
CRD# 5343486
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wadsworth & Hansen, Financial Planners | Lebanon, NH | Jan 2020 - Current | 4 |
| Student/self Employed | Enfield, NH | Jan 2019 - Current | 5 |
| Financial Navigators Inc. | Middleton, MA | Aug 2019 - Dec 2019 | < 1 |
| Global Rescue LLC | Lebanon, NH | Oct 2012 - Dec 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- NH
- VT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Financial planning services
- Educational seminars/workshops
NH, VT
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