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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
Christopher King (CRD# 1791531) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has over 33 years of experience in the finance industry.
Adam Kirby (CRD# 3244475) is an Investment Advisor Representative working at Wells Fargo Advisors in Pittsfield, MA and has over 22 years of experience in the finance industry.
William Kirby (CRD# 818650) is an Investment Advisor Representative working at Wells Fargo Advisors in Pittsfield, MA and has over 43 years of experience in the finance industry. William Kirby 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.
Adam Kittredge (CRD# 3192184) is an Investment Advisor Representative working at Commonwealth Financial Network in Florence, MA and has over 21 years of experience in the finance industry.
Kate Koplin (CRD# 6066816) is an Investment Advisor Representative working at Commonwealth Financial Network in Lee, MA and has over 9 years of experience in the finance industry. Kate Koplin 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.
Daniel Kunhardt (CRD# 1457542) is an Investment Advisor Representative working at Eagle Strategies LLC in Northampton, MA and has over 38 years of experience in the finance industry.
Raymond Lacourse (CRD# 703092) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Easthampton, MA and has over 32 years of experience in the finance industry. Raymond Lacourse 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.
Deborah Lane (CRD# 2187967) is an Investment Advisor Representative working at Commonwealth Financial Network in Bennington, VT and has over 31 years of experience in the finance industry. Deborah Lane 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.
Edward Lane (CRD# 5124793) is an Investment Advisor Representative working at Lane Asset Management in Stockbridge, MA and has over 17 years of experience in the finance industry. Edward Lane 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.
Kenneth Lane (CRD# 2498553) is an Investment Advisor Representative working at Commonwealth Financial Network in Bennington, VT and has over 29 years of experience in the finance industry.