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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
Kate Koplin (CRD# 6066816) is an Investment Advisor Representative working at Commonwealth Financial Network in Lee, MA and has over 9 years of experience in the finance industry. Kate Koplin 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.
Daniel Kunhardt (CRD# 1457542) is an Investment Advisor Representative working at Eagle Strategies LLC in Northampton, MA and has over 38 years of experience in the finance industry.
Raymond Lacourse (CRD# 703092) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Easthampton, MA and has over 32 years of experience in the finance industry. Raymond Lacourse 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.
V. Laflam (CRD# 4724856) is an Investment Advisor Representative working at Laflam And Haggerty Investment Advisers Corp. in Southampton, MA and has over 24 years of experience in the finance industry.
Allisyn Lambert (CRD# 6690564) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has over 7 years of experience in the finance industry.
Deborah Lane (CRD# 2187967) is an Investment Advisor Representative working at Commonwealth Financial Network in Bennington, VT and has over 31 years of experience in the finance industry. Deborah Lane 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.
Jennifer Lane (CRD# 2472087) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Greenfield, MA and has over 30 years of experience in the finance industry. Jennifer Lane 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.
Kenneth Lane (CRD# 2498553) is an Investment Advisor Representative working at Commonwealth Financial Network in Bennington, VT and has over 29 years of experience in the finance industry.
Sean Leblanc (CRD# 2163582) is an Investment Advisor Representative working at Lpl Financial LLC in Cheshire, MA and has over 32 years of experience in the finance industry.
Vikki Lenhart (CRD# 4738433) is an Investment Advisor Representative working at Hart & Patterson Financial Group in Amherst, MA and has over 15 years of experience in the finance industry. Vikki Lenhart 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.