LS
LS

Lon Sevigny

8 Years of Experience
Hooksett, NH

Lon Sevigny is a registered investment advisor at Expansion LLC, based in Hooksett, NH, with 8 years of industry experience. Lon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

14 Monroe Dr, Hooksett, NH, 03106

Get directions

History

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 →
Other Business Activities

Lon is a 95% owner of Bristol Group LLC, a CPA firm providing tax planning, preparation, and bookkeeping services. He also receives quarterly commissions from Nationwide for a referral made over 10 years ago.

Employment History
Current Registrations
Expansion LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
LPL Financial LLC
December 2012 - March 2017 · 4 yrs 3 mos
Commonwealth Financial Network
December 2007 - December 2010 · 3 yrs
State Registrations1 state
NH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.