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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
Joseph Bourque (CRD# 2481213) is an Investment Advisor Representative working at Worcester Advisors in Worcester, MA and has over 25 years of experience in the finance industry.
John Boyd (CRD# 1361880) is an Investment Advisor Representative working at Boyd Financial Strategies, Inc. in Worcester, MA and has over 38 years of experience in the finance industry. John Boyd 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.
David Brady (CRD# 2191009) is an Investment Advisor Representative working at Gradient Wealth Management in Greenfield, MA and has over 32 years of experience in the finance industry.
Jed Brandes (CRD# 2288603) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Worcester, MA and has over 31 years of experience in the finance industry.
Eric Bright (CRD# 4592183) is an Investment Advisor Representative working at Pennyfarthing Investment Management, LLC in Belchertown, MA and has 1 year of experience in the finance industry.
Molly Brown (CRD# 6378352) is an Investment Advisor Representative working at Private Advisor Group, LLC in Worcester, MA and has over 7 years of experience in the finance industry.
David Brunelle (CRD# 2452598) is an Investment Advisor Representative working at Lpl Financial LLC in Worcester, MA and has over 30 years of experience in the finance industry.
Paul Buckley (CRD# 3214962) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Arlington, MA and has over 24 years of experience in the finance industry.
Steven Burnett (CRD# 4458946) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has over 20 years of experience in the finance industry.
Sylvia Callan (CRD# 3130489) is an Investment Advisor Representative working at St. Germain Investment Management in Northampton, MA and has over 25 years of experience in the finance industry.