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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
Lisa Dugan (CRD# 2979629) is an Investment Advisor Representative working at Secure Planning in Portsmouth, NH and has over 25 years of experience in the finance industry. Lisa Dugan 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.
Sean Dumont (CRD# 3243037) is an Investment Advisor Representative working at Edward Jones in Sanford, ME and has over 24 years of experience in the finance industry.
Emily Dunford (CRD# 6388022) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 9 years of experience in the finance industry. Emily Dunford 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.
Ron Elliard (CRD# 6366977) is an Financal Advisor working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Concord, NH and has been in the business and finance industry for 20+ years.
As a Merrill Lynch Financial Advisor concentrating in family owned businesses and individual wealth, I offer exclusive access to industry-leading investment banking, financial strategies and execution to high net-worth individuals and business owners. My value to clients contemplating the sale, recapitalization, succession or divestiture of their business cannot be understated. With over 20 years of...
Jennifer Elliott (CRD# 3013567) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Concord, NH and has over 26 years of experience in the finance industry.
Carl Erickson (CRD# 814134) is an Investment Advisor Representative working at Whitegate Investment Counselors, Inc. in Concord, NH and has over 43 years of experience in the finance industry.
Cristopher Ettinger (CRD# 6470778) is an Investment Advisor Representative working at First Command Advisory Services in Concord, NH and has over 9 years of experience in the finance industry.
Elliot Evans (CRD# 6374711) is an Investment Advisor Representative working at Edward Jones in Epping, NH and has over 9 years of experience in the finance industry.
Melody Evans (CRD# 5791221) is an Investment Advisor Representative working at Advice And Planning Services in Portsmouth, NH and has over 13 years of experience in the finance industry.
Patricia Everett (CRD# 1403494) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portsmouth, NH and has over 38 years of experience in the finance industry. Patricia Everett 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.