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Distance Only Acton, 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
Peter Klinkmueller (CRD# 2662672) is an Investment Advisor Representative working at Lpl Financial LLC in Acton, MA and has over 28 years of experience in the finance industry.
Richard Lacross (CRD# 5030265) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Acton, MA and has 1 year of experience in the finance industry. Richard Lacross 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.
Justin Littlefield (CRD# 4637391) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Acton, MA and has over 20 years of experience in the finance industry. Justin Littlefield 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.
Amy McGowan (CRD# 4853140) is an Investment Advisor Representative working at Citizens Securities, Inc. in Acton, MA and has over 9 years of experience in the finance industry.
Richard West (CRD# 5707808) is an Investment Advisor Representative working at Lpl Financial LLC in Acton, MA and has over 14 years of experience in the finance industry.
Silas Witherbee (CRD# 1311121) is an Investment Advisor Representative working at Bay Colony Advisors in Acton, MA and has over 39 years of experience in the finance industry.
John Cherewatti (CRD# 7503643) is an Investment Advisor Representative working at Foxglove Financial in Acton, MA and has over 2 years of experience in the finance industry.
Joseph Colman (CRD# 7075939) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Acton, MA and has over 4 years of experience in the finance industry. Joseph Colman 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.
David Knott (CRD# 7324073) is an Investment Advisor Representative working at Citizens Securities, Inc. in Acton, MA and has over 3 years of experience in the finance industry.
David Manteau (CRD# 5050202) is an Investment Advisor Representative working at Colman Knight Advisory Group, LLC in Acton, MA and has over 18 years of experience in the finance industry. David Manteau 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.