Kaitlyn Sasseville (CRD# 7344314) is an Investment Advisor Representative working at Lpl Financial LLC in Laconia, NH and has 1 year of experience in the finance industry.
CRD# 5831079
The Ivy League Advisory Group, LLC
CRD# 5027340
Cambridge Investment Research Advisors, Inc.
CRD# 2394247
Hepworth Equity Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Laconia, NH | Feb 2021 - Current | 3 |
| Planet Fitness | Belmont, NH | Nov 2020 - Jun 2021 | < 1 |
| Unemployed | Laconia, NH | Jun 2020 - Nov 2020 | < 1 |
| Great Nh Restaurants | Laconia, NH | Jun 2017 - Jun 2020 | 3 |
| Southern New Hampshire University | Manchester, NH | May 2016 - Dec 2019 | 3 |
| Aissa Sweets LLC | Concord, NH | May 2017 - Sep 2017 | < 1 |
| Gilford High School | Gilford, NH | Oct 2013 - May 2016 | 2 |
| Beans And Greens Farmstand | Gilford, NH | Apr 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- NH
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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