THE Wealth Conservatory
43yrs
Top advisor by experience in Lebanon
22yrs
Brian Doyle
Financial advisor at Cwm
Brian Doyle has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Lebanon, New Hampshire. After three years at Wells Fargo Advisors and three years at A. G. Edwards & Sons, Brian joined Cwm in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 27 advisors with offices in Lebanon, and one of 26 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 68% of advisors in New Hampshire
Office35 Centerra Parkway, Suite. 201, Lebanon, NH 03766
FirmCwm
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$875,860
Advisors at the firm620
States licensed ?1 state
Services through Cwm
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2026 – nowCwm, LLCCurrent firm
- 2023 – 2026
- 2008 – 2023Wells Fargo Clearing Services, LLCPreviously
- 2005 – 2008A. G. Edwards & Sons, Inc.Previously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Cwm at 402-330-0808 and ask for Brian Doyle. Brian works from the Lebanon, NH office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2004, about 22 years. More experience than 68% of advisors in New Hampshire.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Cwm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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