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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
Diane Diblasi (CRD# 1653065) is an Investment Advisor Representative working at Primerica Advisors in New Bedford, MA and has over 35 years of experience in the finance industry.
Jeffrey Dionne (CRD# 5168942) is an Investment Advisor Representative working at Edward Jones in Portsmouth, RI and has over 17 years of experience in the finance industry.
Amy Doherty (CRD# 5678626) is an Investment Advisor Representative working at Lpl Financial LLC in Osterville, MA and has over 14 years of experience in the finance industry.
John Doherty (CRD# 2065762) is an Investment Advisor Representative working at Lpl Financial LLC in Osterville, MA and has over 32 years of experience in the finance industry.
Derek Doo (CRD# 4456911) is an Investment Advisor Representative working at Wealthcare Investment Partners LLC in Portsmouth, RI and has over 22 years of experience in the finance industry.
Todd Drummey (CRD# 2591924) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Falmouth, MA and has over 29 years of experience in the finance industry. Todd Drummey 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.
Robert Dunkley (CRD# 6328686) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 9 years of experience in the finance industry.
Bryan Dunphy (CRD# 5780067) is an Investment Advisor Representative working at Edward Jones in Bristol, RI and has over 13 years of experience in the finance industry.
Edward Eastman (CRD# 2561835) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mashpee, MA and has over 6 years of experience in the finance industry.
Ronald Ellis (CRD# 4022994) is an Investment Advisor Representative working at Edward Jones in Mattapoisett, MA and has over 24 years of experience in the finance industry.