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Geoffrey Edward Tuthill

Independence Financial Advisors, LLC

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About Geoffrey Edward Tuthill

Geoffrey Tuthill is a financial advisor with Independence Financial Advisors, LLC. Geoffrey is registered with the state of New Hampshire and Massachusetts as an Investment Advisor Representative. He has passed the Series 63, 65 and 7TO exams. Geoffrey also has experience working with Northwestern Mutual Investment Services, LLC and MML Investors Services, LLC.

Firm Information

Geoffrey Tuthill is currently registered with Independence Financial Advisors, LLC. Independence Financial Advisors, LLC is an independent financial advisor firm located in Franklin, NH. The firm manages over $432 million in assets for individuals, corporations, pension plans and high-net-worth clients. The firm provides financial planning, portfolio management, and fixed/fixed-index annuity products.
Independence Financial Advisors, LLC

402 CENTRAL STREET

FRANKLIN, NH 03235

$432.94M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advertisement and sale of fixed/ fixed-index annuity products

Advertisement and sale of fixed/ fixed-index annuity products

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

One-time project fees

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Geoffrey Tuthill’s Registration & Firm History

NH

01/30/2024 - Present

Independence Financial Advisors, LLC (Merrimack NH)

NH

08/28/2023 - 01/16/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Nashua NH)

MA

06/20/2023 - 08/08/2023

MML INVESTORS SERVICES, LLC (BOSTON MA)

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Licenses & Designations

IA

Issued 10/20/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/20/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/08/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoffrey Edward Tuthill.
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