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Distance Only Williston, VT
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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
Amy Boland (CRD# 6146672) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williston, VT and has over 7 years of experience in the finance industry.
Richard Briand (CRD# 1045809) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 41 years of experience in the finance industry.
Paul Briody (CRD# 1715024) is an Investment Advisor Representative working at Wells Fargo Advisors in Williston, VT and has over 33 years of experience in the finance industry. Paul Briody 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.
Douglas Dailey (CRD# 2891357) is an Investment Advisor Representative working at Champlain Valley Financial Services, LLC in Williston, VT and has over 26 years of experience in the finance industry.
John Davis (CRD# 4307361) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 23 years of experience in the finance industry. John Davis 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.
Sheryl Davis (CRD# 2247621) is an Investment Advisor Representative working at Wells Fargo Advisors in Williston, VT and has over 27 years of experience in the finance industry.
Leslie Dee (CRD# 2073120) is an Investment Advisor Representative working at Advice And Planning Services in Williston, VT and has over 5 years of experience in the finance industry.
Derek Eddy (CRD# 5648908) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 14 years of experience in the finance industry.
Robert Eddy (CRD# 75378) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 31 years of experience in the finance industry.
Thomas Golonka (CRD# 2209094) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 32 years of experience in the finance industry. Thomas Golonka 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.