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Distance Only Plymouth, 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
Keith Ellis (CRD# 6441180) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
Scott Facchetti (CRD# 4298919) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Plymouth, MA and has over 20 years of experience in the finance industry.
Mark Forsberg (CRD# 1338989) is an Investment Advisor Representative working at Commonwealth Financial Network in Plymouth, MA and has over 38 years of experience in the finance industry.
Derek Gage (CRD# 2530921) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Plymouth, MA and has over 29 years of experience in the finance industry.
John Geffert (CRD# 6115212) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plymouth, MA and has over 11 years of experience in the finance industry.
Charles Gilbert (CRD# 2764825) is an Investment Advisor Representative working at Citizens Securities, Inc. in Plymouth, MA and has over 27 years of experience in the finance industry.
Michael Green (CRD# 1141165) is an Investment Advisor Representative working at Tga Capital Management in Plymouth, MA and has over 40 years of experience in the finance industry.
Derek Gregoire (CRD# 6384801) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
George Hanscom (CRD# 5202073) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Plymouth, MA and has over 17 years of experience in the finance industry.
Deborah Hardy (CRD# 4862812) is an Investment Advisor Representative working at Independent Financial Group, LLC in Plymouth, MA and has over 18 years of experience in the finance industry. Deborah Hardy 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.