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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
Patrick Bullis (CRD# 5733997) is an Investment Advisor Representative working at Avantax Advisory Services in Athol, MA and has over 14 years of experience in the finance industry.
William Kessler (CRD# 1645594) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Athol, MA and has over 35 years of experience in the finance industry.
David Mason (CRD# 6827785) is an Investment Advisor Representative working at Edward Jones in Athol, MA and has over 6 years of experience in the finance industry.
Jason Mullane (CRD# 4029276) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Athol, MA and has over 24 years of experience in the finance industry.
Spencer Adams (CRD# 7047829) is an Investment Advisor Representative working at Edward Jones in Brattleboro, VT and has over 5 years of experience in the finance industry.
Margaret Algieri (CRD# 2160557) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Worcester, MA and has over 29 years of experience in the finance industry.
Glenn Allan (CRD# 2355947) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 30 years of experience in the finance industry.
Steven Amico (CRD# 4309276) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Peterborough, NH and has over 22 years of experience in the finance industry.
Todd Anderson (CRD# 3237882) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Worcester, MA and has over 24 years of experience in the finance industry.
Dennis Arnone (CRD# 1054272) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Worcester, MA and has over 30 years of experience in the finance industry.