Paul Goyette has been an investment adviser representative at Northeast Planning Associates since July 2004, and is not listed among the firm’s executive officers or direct owners.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
Paul Goyette’s longest registration is the current one, 22 years at Northeast Planning Associates since 2004. Before joining Northeast Planning Associates in 2004, Paul Goyette was registered through Mutual Service Corporation and Veravest Investment Advisors, Inc.
- LPL Financial LLCAlso current– present · 19 yearsBedford, NH · Adviser representative · Firm CRD 6413
- – present · 22 yearsBedford, NH · Adviser representative · Firm CRD 131406
- Mutual Service Corporation– · under a yearNashua, NH · Adviser representative · Firm CRD 4806
- Veravest Investment Advisors, Inc.– · 5 yearsNashua, NH · Adviser representative · Firm CRD 105796
Investment adviser representative registrations
Paul Goyette is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2004; the most recent is Texas, in November 2009.
- New HampshireSince 22 July 2004
- TexasResidentSince 2 November 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 23 September 2004 |
| Series 7 | General Securities Representative Examination | 16 July 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 April 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 January 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 January 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Paul Michael Goyette
- CRD
- 2694005
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 43 CONSTITUTION DRIVE, Bedford, NH 03110
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1996
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Paul Goyette work?
Paul Goyette is an investment adviser representative registered through Northeast Planning Associates, Inc. since July 2004, and is not listed among the firm’s executive officers or direct owners.
Is Paul Goyette a financial advisor?
Yes. Paul Goyette has a current investment-adviser registration in New Hampshire and Texas, through Northeast Planning Associates since July 2004.
How many years of experience does Paul Goyette have?
Paul Goyette has 30 years in the financial industry, since January 1996, across 4 adviser firms.
What exams has Paul Goyette passed?
Paul Goyette has passed 5 licensing exams: the Series 63, Series 6, Series 65, Series 7 and Series 24. The earliest, the Series 63, was passed in January 1996. FINRA credited Paul Goyette with the SIE, which began in October 2018.
Where did Paul Goyette work before Northeast Planning Associates?
Before Northeast Planning Associates, Paul Goyette was registered through Veravest Investment Advisors, Inc., January 1998 to November 2003.
Where is Paul Goyette based?
Paul Goyette’s registered office is in Bedford, NH.
Is Paul Goyette registered with FINRA?
Yes. Paul Goyette has a current broker registration, under CRD 2694005.
Source: FINRA BrokerCheck
How can I verify Paul Goyette’s record?
Search CRD 2694005 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Paul Goyette’s full registration record.
