Daphne Lafazan is a CFP-designated registered investment advisor, based in Portsmouth, NH, with 25 years of industry experience.
Location
Two International Drive, Suite 110, Portsmouth, NH, 03801
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2025 - Present · 9 mos
Nvest Financial, LLC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Commonwealth Financial NetworkBroker
July 2018 - August 2025 · 7 yrs 1 mo
Commonwealth Financial Network
March 2018 - March 2022 · 4 yrs
Puma Capital, LLCBroker
January 2009 - August 2012 · 3 yrs 7 mos
Hill Thompson Magid & CO., INC.Broker
April 1995 - August 2008 · 13 yrs 4 mos
State Registrations4 states
MAMENHTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.