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Distance Only Boxborough, 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
Allison Conlon (CRD# 5072510) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boxborough, MA and has over 15 years of experience in the finance industry. Allison Conlon 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.
Barbara Linnard (CRD# 4755372) is an Investment Advisor Representative working at Linnard Financial Management & Planning, Inc. in Boxborough, MA and has over 22 years of experience in the finance industry.
David Linnard (CRD# 4755369) is an Investment Advisor Representative working at Linnard Financial Management & Planning, Inc. in Boxborough, MA and has over 22 years of experience in the finance industry. David Linnard 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.
Andrew Sohn (CRD# 2992123) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boxborough, MA and has over 26 years of experience in the finance industry.
Evan Welch (CRD# 2966271) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boxborough, MA and has over 26 years of experience in the finance industry. Evan Welch 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.
Mitchell Sanford (CRD# 6978548) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boxborough, MA and has over 5 years of experience in the finance industry.