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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
Justin Hennessy (CRD# 4199657) is an Investment Advisor Representative working at F/m Investments LLC in Norwood, MA and has over 22 years of experience in the finance industry.
Robert Hitchcock (CRD# 1445875) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Norwood, MA and has over 37 years of experience in the finance industry.
Thomas Lanahan (CRD# 2537838) is an Investment Advisor Representative working at Lpl Financial LLC in Norwood, MA and has over 27 years of experience in the finance industry.
Gerald Loftin (CRD# 2514109) is an Investment Advisor Representative working at Proficient Wealth Counselors, LLC in Norwood, MA and has over 29 years of experience in the finance industry. Gerald Loftin 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 Marcil (CRD# 1634466) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Norwood, MA and has over 37 years of experience in the finance industry.
David Nicholson (CRD# 2445754) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Norwood, MA and has over 30 years of experience in the finance industry.
Luis is a founder of Shorepoint Capital Partners and has over 30 years of financial services experience. He has managed growth equity portfolios for over 15 years, as well as investments for endowments, families, and individuals. As a portfolio manager at Choate Investment Advisors for over seven years, he managed $400 million in client assets and the Core Equity Model. He previously worked for Gannett Welsh & Kotler, Inc. as Vice President, Portfolio Manager and Director of Equity Research and was the lead manager for the GWK Large Cap Growth Strategy and the GWK Large Cap Growth Fund.
Luis...
Thomas Reardon (CRD# 1921374) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwood, MA and has over 35 years of experience in the finance industry.
Kristina Regan (CRD# 2256102) is an Investment Advisor Representative working at Finarc Investments, Inc. in Norwood, MA and has over 31 years of experience in the finance industry.
Matthew Slaney (CRD# 2315720) is an Investment Advisor Representative working at Finarc Investments, Inc. in Norwood, MA and has over 23 years of experience in the finance industry.