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Distance Only Warwick, 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
Edmund Broomhead (CRD# 1712713) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 36 years of experience in the finance industry.
John Brough (CRD# 4851866) is an Investment Advisor Representative working at Bentley Wealth Advisors, LLC in Warwick, RI and has over 16 years of experience in the finance industry.
Grant Brown (CRD# 6970382) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Warwick, RI and has over 5 years of experience in the finance industry. Grant Brown 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 Brown (CRD# 1007517) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Warwick, RI and has over 41 years of experience in the finance industry.
Stephen Bucknam (CRD# 2024555) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 34 years of experience in the finance industry.
Jennifer Burgio (CRD# 2535204) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 25 years of experience in the finance industry.
Donna Caccia (CRD# 4579319) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warwick, RI and has over 21 years of experience in the finance industry.
Tracy Cahill (CRD# 6206370) is an Investment Advisor Representative working at Equitable Advisors, LLC in Warwick, RI and has over 9 years of experience in the finance industry.
Rick Campbell (CRD# 4566472) is an Investment Advisor Representative and President of Financial Independence, LLC. He has over 15 years of experience in the finance industry and is a Chartered Financial Consultant (ChFC®), the highest standard of knowledge and trust in financial planning.
While working in the corporate arena, many of Rick's friends approached him during the stock market crash of 2000 — 2001, asking for a second opinion on their investment portfolios. Upon review, he suggested they seek the advice of a professional advisor. To his surprise, most of them were already working with...
Molly Cardoso (CRD# 5523513) is an Investment Advisor Representative working at Wells Fargo Advisors in Warwick, RI and has over 12 years of experience in the finance industry.