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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
Joel Arsenault (CRD# 5027340) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gilford, NH and has over 15 years of experience in the finance industry.
Souheil Asmar (CRD# 5858510) is an Investment Advisor Representative working at Triumph Wealth Management LLC in Concord, NH and has over 13 years of experience in the finance industry.
Adam Audet (CRD# 5973251) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Hopkinton, NH and has over 11 years of experience in the finance industry.
Bonnie Aves (CRD# 2394247) is an Investment Advisor Representative working at Hepworth Equity Partners, LLC in Wolfeboro, NH and has over 29 years of experience in the finance industry.
Roy Ballentine (CRD# 1100859) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 39 years of experience in the finance industry. Roy Ballentine 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.
Joseph Balsamo (CRD# 4736783) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 20 years of experience in the finance industry.
Laurie Barrett (CRD# 5488930) is an Investment Advisor Representative working at Seascape Capital Management,llc in Portsmouth, NH and has over 16 years of experience in the finance industry.
Joshua Bartlett (CRD# 6628703) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 7 years of experience in the finance industry.
William Barton (CRD# 4033167) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 24 years of experience in the finance industry.
Timothy Bascom (CRD# 5890337) is an Investment Advisor Representative working at Lpl Financial LLC in Somersworth, NH and has over 6 years of experience in the finance industry.