Best Investors Account Sign in
Claim This Profile
Current Employers
Northstar Financial Planning, Llc

112 Range Road, Windham, NH 03087 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2003-12-01
  • NH RA
    APPROVED
    Since 2003-12-01

Branch Locations

112 Range Road, Windham, NH 03087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northstar Financial Planning, Inc. Windham NH 12/2003 10/2020
Northstar Financial Planning, Llc Windham NH 10/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-02-11
S63 Uniform Securities Agent State Law Examination 1994-07-20
  • S65 Uniform Investment Adviser Law Examination
    2004-02-11
  • S63 Uniform Securities Agent State Law Examination
    1994-07-20
Designations
Other Names
  • Robin Young Trachier

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Windham, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor