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Distance Only Wrentham, 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
Paul Chaput (CRD# 4844488) is an Investment Advisor Representative working at Lpl Financial LLC in Wrentham, MA and has over 19 years of experience in the finance industry.
Michael Cook (CRD# 4588672) is an Investment Advisor Representative working at Bay Colony Advisors in Wrentham, MA and has over 21 years of experience in the finance industry.
Susan Danson (CRD# 6400773) is an Investment Advisor Representative working at New Shore Financial LLC in Wrentham, MA and has over 9 years of experience in the finance industry. Susan Danson 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.
Matthew Donahue (CRD# 5956219) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Wrentham, MA and has over 12 years of experience in the finance industry.
Tracy Galloway (CRD# 6848672) is an Investment Advisor Representative working at Holmes Investment Management, Inc. in Wrentham, MA and has 1 year of experience in the finance industry.
Richard Hertzberg (CRD# 2757713) is an Investment Advisor Representative working at Commonwealth Financial Network in Wrentham, MA and has over 25 years of experience in the finance industry.
Dustin Latham (CRD# 5836494) is an Investment Advisor Representative working at Alternative Capitalis, LLC in Brookline, MA and has over 10 years of experience in the finance industry.
Daniel Sullivan (CRD# 1274817) is an Investment Advisor Representative working at Sullivan Retirement Resources, LLC in Wrentham, MA and has over 39 years of experience in the finance industry.
Brian Hertzberg (CRD# 6693220) is an Investment Advisor Representative working at Commonwealth Financial Network in Wrentham, MA and has over 6 years of experience in the finance industry.