Financial advisor
Stephen Loughman
Now at Carson · Doyle and Loughman Wealth Management · Hanover, NH · Lebanon, NH
Registered as STEPHEN LOUGHMAN
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Doyle and Loughman Wealth Management | Wells Fargo FiNet | Carson | Lateral | July 29, 2026 | $1.8B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| CWM, LLC | Investment adviser | July 27, 2026 | Current |
| CETERA WEALTH SERVICES, LLC | Broker-dealer | July 27, 2026 | Current |
| WELLS FARGO ADVISORS | Investment adviser | July 14, 2023 | August 5, 2026 |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | Broker-dealer | July 14, 2023 | August 5, 2026 |
| WELLS FARGO CLEARING SERVICES, LLC | Investment adviser | January 1, 2008 | July 14, 2023 |
| WELLS FARGO CLEARING SERVICES, LLC | Broker-dealer | January 1, 2008 | July 14, 2023 |
| A. G. EDWARDS & SONS, INC. | Investment adviser | May 26, 2004 | January 1, 2008 |
| A. G. EDWARDS & SONS, INC. | Broker-dealer | May 12, 2004 | January 3, 2008 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.