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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 Douglass (CRD# 2505358) is an Investment Advisor Representative working at Stage 2 Planning Partners LLC in South Burlington, VT and has over 29 years of experience in the finance industry.
Patrick Dunn (CRD# 2583457) is an Investment Advisor Representative working at Primerica Advisors in Brandon, VT and has over 29 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.
Amy Eroh (CRD# 5452654) is an Investment Advisor Representative working at Edward Jones in South Burlington, VT and has over 16 years of experience in the finance industry.
Megan Flood (CRD# 4846210) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 17 years of experience in the finance industry.
Richard Flood (CRD# 210090) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 37 years of experience in the finance industry.
Amy Fracaro-Choate (CRD# 1501390) is an Investment Advisor Representative working at Berger Financial Group in South Burlington, VT and has over 31 years of experience in the finance industry.
Marc Fragola (CRD# 1751871) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 26 years of experience in the finance industry. Marc Fragola 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.
Russell Gilfix (CRD# 4616817) is an Investment Advisor Representative working at Wind & Rose, LLC in Willsboro, NY and has over 21 years of experience in the finance industry.