Best Investors Account Sign in

Jacob Hunter Ducharme

LPl Financial LLC

Middlebury, VT

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2024-10-29
  • VT RA
    APPROVED
    Since 2024-10-29

Branch Locations

30 Main St, Middlebury, VT 05753 • 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
Fidelity Investments Merrimack NH 12/2023 08/2024
Weaver Brothers Construction Company Bow NH 08/2022 12/2023
Mason & Rich Concord NH 05/2022 07/2022
Voyager Digital. Ltd N/A XX 08/2020 06/2022
Rg Gosselins Inc Derby VT 04/2020 07/2020
Weaver Brothers Construction Company Bow NH 04/2019 07/2019
43 Degrees North N/A XX 08/2018 06/2019
Ducharme Excavating Llc Debry Line VT 05/2018 07/2018
Albertus Magnus College New Haven CT 07/2019 12/2022
Bishop Brady High School Concord NH 07/2017 05/2018
Stanstead College Stanstead XX 01/2013 07/2017
Lpl Financial Llc Newport VT 09/2024 Present
Community Financial Services Group Newport VT 09/2024 Present
  • 12/2023 → 08/2024
    Fidelity Investments
    Merrimack, NH
  • 08/2022 → 12/2023
    Weaver Brothers Construction Company
    Bow, NH
  • 05/2022 → 07/2022
    Mason & Rich
    Concord, NH
  • 08/2020 → 06/2022
    Voyager Digital. Ltd
    N/A, XX
  • 04/2020 → 07/2020
    Rg Gosselins Inc
    Derby, VT
  • 04/2019 → 07/2019
    Weaver Brothers Construction Company
    Bow, NH
  • 08/2018 → 06/2019
    43 Degrees North
    N/A, XX
  • 05/2018 → 07/2018
    Ducharme Excavating Llc
    Debry Line, VT
  • 07/2019 → 12/2022
    Albertus Magnus College
    New Haven, CT
  • 07/2017 → 05/2018
    Bishop Brady High School
    Concord, NH
  • 01/2013 → 07/2017
    Stanstead College
    Stanstead, XX
  • 09/2024 → Present
    Newport, VT
  • 09/2024 → Present
    Community Financial Services Group
    Newport, VT
Other Businesses

1- 09/2024 / CFSG Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- 09/2024 / Community Financial Services Group LLC / Financial Institution Duty / Investment Related / 40 hrs mth / 8 hrs during trading / Newport, Vermont / Start date: 09/03/204

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-25
S63 Uniform Securities Agent State Law Examination 2024-02-27
  • S65 Uniform Investment Adviser Law Examination
    2024-10-25
  • S63 Uniform Securities Agent State Law Examination
    2024-02-27
Other Names
  • Jacob Hunter Ducharme
  • Jacob Ducharme

View on SEC IAPD

More in Middlebury, VT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor