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Distance Only Newport, RI
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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
Adam Avila (CRD# 6124928) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Newport, RI and has over 11 years of experience in the finance industry.
Brenda Calkins (CRD# 1842529) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newport, RI and has over 35 years of experience in the finance industry.
Kendrik Dekoning (CRD# 2415073) is an Investment Advisor Representative working at Transwestern Capital Advisors, LLC in Newport, RI and has over 18 years of experience in the finance industry.
Ian Gerrior (CRD# 4018141) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newport, RI and has over 22 years of experience in the finance industry.
Terence Glackin (CRD# 2323809) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newport, RI and has over 18 years of experience in the finance industry.
Jeffrey Gordon (CRD# 4346932) is an Investment Advisor Representative working at Slocum, Gordon & Company LLP in Newport, RI and has 1 year of experience in the finance industry.
Elisabeth Hickox (CRD# 1542335) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newport, RI and has over 18 years of experience in the finance industry.
James Hilton Sr. (CRD# 1253959) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newport, RI and has over 32 years of experience in the finance industry.
David Loftus (CRD# 2244650) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newport, RI and has over 31 years of experience in the finance industry.
Brian Megley (CRD# 2302308) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newport, RI and has over 31 years of experience in the finance industry.