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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
Sandra Maynard (CRD# 2101732) is an Investment Advisor Representative working at Stage 2 Planning Partners LLC in South Burlington, VT and has over 33 years of experience in the finance industry.
Gregory McLenithan (CRD# 2358533) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 24 years of experience in the finance industry. Gregory McLenithan 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.
Timothy Monty (CRD# 4748874) is an Investment Advisor Representative working at Lpl Financial LLC in Williston, VT and has over 12 years of experience in the finance industry.
Jeffrey Moulton (CRD# 4478154) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williston, VT and has over 22 years of experience in the finance industry.
Andrew Murphy (CRD# 5120251) is an Investment Advisor Representative working at Broadlake Financial Management in South Burlington, VT and has over 18 years of experience in the finance industry.
Tobin Nadeau (CRD# 6255948) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 8 years of experience in the finance industry.
Kimberly Nassar (CRD# 4673374) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 20 years of experience in the finance industry.
Jennifer Navin (CRD# 4385365) is an Investment Advisor Representative working at Wells Fargo Advisors in Williston, VT and has over 18 years of experience in the finance industry.
Kyle Nicholls (CRD# 6476141) is an Investment Advisor Representative working at Commonwealth Financial Network in South Burlington, VT and has over 8 years of experience in the finance industry.
Timothy W. O'brien (CRD# 1200391) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 40 years of experience in the finance industry.