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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
Allison Donaldson (CRD# 2209598) is an Investment Advisor Representative working at Htg Investment Advisors Inc. in New Canaan, CT and has over 31 years of experience in the finance industry. Allison Donaldson 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 Doran (CRD# 2647985) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New City, NY and has over 28 years of experience in the finance industry. John Doran 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 Doscher (CRD# 1005320) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgefield, CT and has over 42 years of experience in the finance industry.
Brian Dowery (CRD# 2966258) is an Investment Advisor Representative working at Lpl Financial LLC in Newburgh, NY and has over 23 years of experience in the finance industry.
Christopher Downey (CRD# 1053442) is an Investment Advisor Representative working at Lpl Financial LLC in Poughkeepsie, NY and has over 40 years of experience in the finance industry.
Barry Drogy (CRD# 2472829) is an Investment Advisor Representative working at Pendragon Capital Management, Inc. in Fishkill, NY and has over 29 years of experience in the finance industry.
Christopher Drouin (CRD# 4541093) is an Investment Advisor Representative working at Beyond Wealth Management Group, LLC in New Paltz, NY and has over 21 years of experience in the finance industry.
Brendan Duffy (CRD# 4259034) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ridgefield, CT and has over 23 years of experience in the finance industry.
Edward Dunn (CRD# 2856152) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Katonah, NY and has over 8 years of experience in the finance industry.
James Dunn (CRD# 5312999) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Poughkeepsie, NY and has over 12 years of experience in the finance industry. James Dunn 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.