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Distance Only Marion, 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
Kathleen Anderson (CRD# 1915639) is an Investment Advisor Representative working at Sage Wealth Advisors LLC in Marion, MA and has over 31 years of experience in the finance industry.
Michael Baldwin (CRD# 1658183) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has 1 year of experience in the finance industry.
David Barrett (CRD# 1658184) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has 1 year of experience in the finance industry.
Mary Angel Coelho (CRD# 1318101) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marion, MA and has over 38 years of experience in the finance industry. Mary Angel Coelho 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.
Michael Davis (CRD# 2577860) is an Investment Advisor Representative working at Cottage Street Advisors in Marion, MA and has over 29 years of experience in the finance industry.
Kim Frink (CRD# 2298983) is an Investment Advisor Representative working at Lpl Financial LLC in Marion, MA and has over 31 years of experience in the finance industry.
John Hill (CRD# 2863034) is an Investment Advisor Representative working at Edward Jones in Marion, MA and has over 26 years of experience in the finance industry.
Bonnie Kirchner (CRD# 2219277) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marion, MA and has over 31 years of experience in the finance industry. Bonnie Kirchner 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 Macken (CRD# 2417288) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 30 years of experience in the finance industry.
William Marvel (CRD# 2301461) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has over 22 years of experience in the finance industry.