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Distance Metro area (25 miles)
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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
Edward Burke (CRD# 1533074) is an Investment Advisor Representative working at Captrust in Foxboro, MA and has over 33 years of experience in the finance industry.
Paul Burke (CRD# 1198819) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Falmouth, MA and has over 10 years of experience in the finance industry.
Christopher Burnes (CRD# 1836945) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Duxbury, MA and has over 19 years of experience in the finance industry.
Kimberly Butterfield (CRD# 4190157) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fall River, MA and has over 23 years of experience in the finance industry.
Brenda Calkins (CRD# 1842529) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newport, RI and has over 35 years of experience in the finance industry.
Deborah Campbell (CRD# 4873419) is an Investment Advisor Representative working at Avantax Advisory Services in Plymouth, MA and has over 19 years of experience in the finance industry.
Peter Caplan (CRD# 1549356) is an Investment Advisor Representative working at Commonwealth Financial Network in Foxboro, MA and has over 37 years of experience in the finance industry. Peter Caplan 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.
Harold Cardoza (CRD# 2486766) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Middletown, RI and has over 29 years of experience in the finance industry.
James Carlson (CRD# 5918427) is an Investment Advisor Representative working at Carlson Planning Company in Mansfield, MA and has over 12 years of experience in the finance industry.
Stephen Carney (CRD# 41135) is an Investment Advisor Representative working at Stephen T. Carney in Little Compton, RI and has over 25 years of experience in the finance industry.