Daniel
Rivet
The Foundry Financial Group, Inc
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About this Advisor
Daniel Rivet is a financial advisor based in Laconia, New Hampshire, working with The Foundry Financial Group, Inc. Daniel has previously held positions at The Foundry Financial Group Inc, Cambridge Investment Research, Inc, Putnam Investments, The Common Man Family Of Restaurants, University Of New Hampshire, The Foundry Financial Group, Inc, and Cambridge Investment Research Advisors, Inc. Daniel has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire and Texas. Currently, Daniel is part of The Foundry Financial Group, Inc, which operates out of Laconia, New Hampshire. The firm has 9 employees and manages assets totaling $198.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Foundry Financial Group, Inc includes asset-based, hourly, and fixed fees.
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Fee Structure
Office Location
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The Foundry Financial Group, Inc Brokerage Details
$198,750,000
9
745
$266,779
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Daniel Rivet Work History
The Foundry Financial Group, Inc
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
The Foundry Financial Group Inc
Putnam Investments
The Common Man Family Of Restaurants
University Of New Hampshire
Disclosures
Please visit the SEC profile of Daniel Rivet to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Foundry Financial Group, Inc
Laconia, NH
Laconia, NH
Laconia, NH
Gilmanton, NH
Laconia, NH
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