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Distance Only Tewksbury, 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
Barry Dick (CRD# 2441904) is an Investment Advisor Representative working at The Fiduciary Alliance in Tewksbury, MA and has over 30 years of experience in the finance industry.
Brian Dick (CRD# 5290334) is an Investment Advisor Representative working at The Fiduciary Alliance in Tewksbury, MA and has over 16 years of experience in the finance industry.
Brian Heffernan (CRD# 4526001) is an Investment Advisor Representative working at Lpl Financial LLC in Tewksbury, MA and has over 21 years of experience in the finance industry.
Martin Krikorian (CRD# 2646641) is an Investment Advisor Representative working at Capital Wealth Management in Tewksbury, MA and has over 28 years of experience in the finance industry.
Dale Lewis (CRD# 7004930) is an Investment Advisor Representative working at Avantax Advisory Services in Tewksbury, MA and has over 5 years of experience in the finance industry. Dale Lewis 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.
Susan Parigian (CRD# 4532023) is an Investment Advisor Representative working at Geld Financial Advisors, Inc. in Tewksbury, MA and has 1 year of experience in the finance industry. Susan Parigian 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.
Nicholas Silva (CRD# 5654996) is an Investment Advisor Representative working at Eagle Strategies LLC in Tewksbury, MA and has over 14 years of experience in the finance industry.
Jonathan Dick (CRD# 7683195) is an Investment Advisor Representative working at The Fiduciary Alliance in Tewksbury, MA and has 1 year of experience in the finance industry.
Masroor Hassan (CRD# 7363858) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Tewksbury, MA and has over 2 years of experience in the finance industry.
Christopher Lynch (CRD# 7727631) is an Investment Advisor Representative working at Edward Jones in Tewksbury, MA and has 1 year of experience in the finance industry.