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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
Kashif Ahmed (CRD# 4800764) is an Investment Advisor Representative working at Lpl Financial LLC in Bedford, MA and has over 19 years of experience in the finance industry. Kashif Ahmed 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.
Stephen Carluccio (CRD# 4754644) is an Investment Advisor Representative working at Mad River Investors in Bedford, MA and has over 16 years of experience in the finance industry.
Dennis Caulfield (CRD# 6132687) is an Investment Advisor Representative working at Boston Harbor Investment Management in Bedford, MA and has over 11 years of experience in the finance industry.
Glen Duffy (CRD# 6572506) is an Investment Advisor Representative working at Edward Jones in Bedford, MA and has over 8 years of experience in the finance industry.
Jonathan Lachowitz (CRD# 5778307) is an Investment Advisor Representative working at White Lighthouse Investment Management, Inc. in Bedford, MA and has 1 year of experience in the finance industry. Jonathan Lachowitz 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 Noone (CRD# 6168879) is an Investment Advisor Representative working at Lpl Financial LLC in Bedford, MA and has over 10 years of experience in the finance industry.
David Page (CRD# 6132686) is an Investment Advisor Representative working at Boston Harbor Investment Management in Bedford, MA and has over 11 years of experience in the finance industry.
Robert Ploder (CRD# 364632) is an Investment Advisor Representative working at Boston Harbor Investment Management in Bedford, MA and has 1 year of experience in the finance industry.
Edward Waldron (CRD# 2216457) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Bedford, MA and has over 32 years of experience in the finance industry.
John Wanvig (CRD# 1339273) is an Investment Advisor Representative working at White Lighthouse Investment Management, Inc. in Bedford, MA and has 1 year of experience in the finance industry. John Wanvig 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.