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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
Shawn Leonard (CRD# 4643578) is an Investment Advisor Representative working at Commonwealth Financial Network in North Adams, MA and has over 21 years of experience in the finance industry.
Peter Leonczyk (CRD# 6172141) is an Investment Advisor Representative working at Commonwealth Financial Network in Ludlow, MA and has over 10 years of experience in the finance industry.
Steven Lepage (CRD# 4036106) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Belchertown, MA and has over 23 years of experience in the finance industry.
Jedediah Liebert (CRD# 5469200) is an Investment Advisor Representative working at Commonwealth Financial Network in Amherst, MA and has over 16 years of experience in the finance industry. Jedediah Liebert 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.
William Lindsey (CRD# 1172875) is an Investment Advisor Representative working at Swallow Farms Capital Management in Amherst, MA and has over 40 years of experience in the finance industry.
Scott Little (CRD# 5531868) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 22 years of experience in the finance industry.
Robert Lowney (CRD# 2008992) is an Investment Advisor Representative working at Avantax Advisory Services in Hadley, MA and has over 32 years of experience in the finance industry.
Phuong Luong (CRD# 6815665) is an Investment Advisor Representative working at Just Wealth LLC in Pittsfield, MA and has over 7 years of experience in the finance industry. Phuong Luong 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.
John Macdougall (CRD# 1765400) is an Investment Advisor Representative working at Commonwealth Financial Network in Northfield, MA and has over 16 years of experience in the finance industry.
Robert Mackey (CRD# 1217436) is an Investment Advisor Representative working at Lpl Financial LLC in Holyoke, MA and has over 40 years of experience in the finance industry.