Five Star award winner Dawn G. Latham, AIF®, CLTC

PROFESSIONAL PROFILE

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Dawn G. Latham, AIF^®, CLTC

Financial Planner

Commonwealth Financial Network

1 Merrill Industrial Drive, Building D, Suite 19

Hampton, NH 03842

Office: (603) 601-2632

Cell: 603-793-1877

dawn@cwfnd.com
www.cwfnd.com

Professional Approach

At Commonwealth Financial Network in Hampton, New Hampshire, Dawn G. Latham, AIF®, CLTC, operates with the same values that built this community: integrity, honesty, sincerity, and hard work. Dawn is a dedicated financial planner who will help you to develop a plan that is right for you, one that takes into account who you are now and where you want to go, a plan that will point you in the direction of your dreams.

Dawn does not look at what she does as simply enhancing a client's bottom line; it is so much more than that. Her goal is to enhance the quality of your life now and in the future.

Dawn has more than two decades of experience in the financial services industry, including retail banking and in retirement planning and insurance. She holds FINRA Series 6, 7, 24, 63, and 66 securities registrations. Dawn is also licensed in the lines of life, health, and accident insurance. She is a fee-based financial planner and an Investment Adviser Representative with Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. She is located at a branch office of Commonwealth Financial Network, which she owns and operates. Dawn is certified in long-term care, holding the CLTC designation. Dawn also holds the Accredited Investment Fiduciary® (AIF®) designation.

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The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 739 New Hampshire area wealth managers were considered for the award; 89 (12 percent of candidates) were named 2017 Five Star Wealth Managers. 2016: 666 considered, 158 winners; 2015: 853 considered, 166 winners; 2014: 1045 considered, 189 winners; 2013: 1049 considered, 204 winners; 2012: 743 considered, 170 winners.