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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
Kimberly Carroll (CRD# 2639369) is an Investment Advisor Representative working at Edward Jones in Attleboro, MA and has over 27 years of experience in the finance industry.
Diane Graca (CRD# 2796613) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Attleboro, MA and has over 27 years of experience in the finance industry. Diane Graca 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.
Michael Morin (CRD# 7047189) is an Investment Advisor Representative working at Commonwealth Financial Network in Attleboro, MA and has over 4 years of experience in the finance industry.
Gordon Moulton (CRD# 4588073) is an Investment Advisor Representative working at Avantax Advisory Services in Attleboro, MA and has over 21 years of experience in the finance industry.
Stephen Saraiva (CRD# 1124265) is an Investment Advisor Representative working at Lpl Financial LLC in Attleboro, MA and has over 38 years of experience in the finance industry.
Teresa Shumila-Wilder (CRD# 2091269) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Attleboro, MA and has over 23 years of experience in the finance industry.
James Tetreault (CRD# 4255306) is an Investment Advisor Representative working at Lpl Financial LLC in Attleboro, MA and has over 23 years of experience in the finance industry.
Liam Timmons (CRD# 4458519) is an Investment Advisor Representative working at Timmons Wealth Management in Attleboro, MA and has over 16 years of experience in the finance industry. Liam Timmons 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.
Abigail Cadorette (CRD# 7497737) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Attleboro, MA and has 1 year of experience in the finance industry.
Sean Carroll (CRD# 2334560) is an Investment Advisor Representative working at Edward Jones in Attleboro, MA and has over 8 years of experience in the finance industry.