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Distance Only Carlisle, 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
Marc Berman (CRD# 3088816) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Carlisle, MA and has over 25 years of experience in the finance industry. Marc Berman 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.
Gayle Colman (CRD# 1397812) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Carlisle, MA and has over 38 years of experience in the finance industry. Gayle Colman 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.
Richard Colman (CRD# 4624978) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Carlisle, MA and has over 9 years of experience in the finance industry.
Eric Darling (CRD# 5715371) is an Investment Advisor Representative working at Carlisle Tax Credit Advisors in Carlisle, MA and has over 9 years of experience in the finance industry.
David Eliades (CRD# 4363917) is an Investment Advisor Representative working at Lincoln Management in Carlisle, MA and has 1 year of experience in the finance industry.
Amy McCoy (CRD# 4363935) is an Investment Advisor Representative working at Lincoln Management in Carlisle, MA and has 1 year of experience in the finance industry.
Linda Taylor (CRD# 5929008) is an Investment Advisor Representative working at Carlisle Financial Group, LLC in Carlisle, MA and has over 13 years of experience in the finance industry.