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Distance Only Amherst, MA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Glenn Allan (CRD# 2355947) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 30 years of experience in the finance industry.
Harriett Barnes (CRD# 3219908) is an Investment Advisor Representative working at Commonwealth Financial Network in Amherst, MA and has over 25 years of experience in the finance industry.
Jeffrey Carlson (CRD# 4883739) is an Investment Advisor Representative working at Edward Jones in Amherst, MA and has over 4 years of experience in the finance industry.
Michael Doyle (CRD# 6407179) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 6 years of experience in the finance industry.
David Farnham (CRD# 5271088) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Amherst, MA and has over 16 years of experience in the finance industry.
Richard Friese (CRD# 5226633) is an Investment Advisor Representative working at Edward Jones in Amherst, MA and has over 17 years of experience in the finance industry.
John Gauthier (CRD# 2590566) is an Investment Advisor Representative working at Lpl Financial LLC in Amherst, MA and has over 29 years of experience in the finance industry. John Gauthier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Ho (CRD# 2036580) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has 1 year of experience in the finance industry.
Vikki Lenhart (CRD# 4738433) is an Investment Advisor Representative working at Hart & Patterson Financial Group in Amherst, MA and has over 15 years of experience in the finance industry. Vikki Lenhart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.