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Distance Only Norwood, 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
Christopher Barone (CRD# 6198167) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Norwood, MA and has over 9 years of experience in the finance industry.
Michael Berardi (CRD# 5486862) is an Investment Advisor Representative working at Lpl Financial LLC in Norwood, MA and has over 15 years of experience in the finance industry.
Shirley Cheng (CRD# 5962732) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Norwood, MA and has over 12 years of experience in the finance industry.
John Choe (CRD# 6287838) is an Investment Advisor Representative working at Finarc Investments, Inc. in Norwood, MA and has over 10 years of experience in the finance industry.
James Daprile (CRD# 2009688) is an Investment Advisor Representative working at Lpl Financial LLC in Norwood, MA and has over 34 years of experience in the finance industry. James Daprile 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.
Jeffrey Ellis (CRD# 6200449) is an Investment Advisor Representative working at Lpl Financial LLC in Norwood, MA and has over 10 years of experience in the finance industry.
Rand Folta (CRD# 721219) is an Investment Advisor Representative working at Shorepoint Capital Partners LLC in Norwood, MA and has over 24 years of experience in the finance industry.
Michael Freeman (CRD# 2691382) is an Investment Advisor Representative working at Citizens Securities, Inc. in Norwood, MA and has over 25 years of experience in the finance industry.
Matthew Gorham (CRD# 4892076) is an Investment Advisor Representative working at Lpl Financial LLC in Norwood, MA and has over 19 years of experience in the finance industry.
Jeffrey Hall (CRD# 3227032) is an Investment Advisor Representative working at Lpl Financial LLC in Norwood, MA and has over 24 years of experience in the finance industry.