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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
William Thomas (CRD# 2570074) is an Investment Advisor Representative working at Wells Fargo Advisors in Hanover, NH and has over 28 years of experience in the finance industry.
Matthew Toepfer (CRD# 5765529) is an Investment Advisor Representative working at Advice And Planning Services in Hanover, NH and has over 13 years of experience in the finance industry.
Ernest Tyler (CRD# 6685920) is an Investment Advisor Representative working at Avantax Advisory Services in Lebanon, NH and has over 6 years of experience in the finance industry.
Eric Wadsworth (CRD# 5877490) is an Investment Advisor Representative working at Wadsworth & Daulaire Financial Planners in Hanover, NH and has 1 year of experience in the finance industry. Eric Wadsworth 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.
Lucy Wagner (CRD# 5305243) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 13 years of experience in the finance industry.
Reed Wilcox (CRD# 6124691) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 11 years of experience in the finance industry.
Linda Armstrong (CRD# 7797237) is an Investment Advisor Representative working at World Market Advisors in South Royalton, VT and has 1 year of experience in the finance industry.
Joseph Bragdon (CRD# 7820520) is an Investment Advisor Representative working at Montis Financial, LLC in Woodstock, VT and has 1 year of experience in the finance industry.
Liam Connolly (CRD# 7806091) is an Investment Advisor Representative working at Edward Jones in Randolph, VT and has 1 year of experience in the finance industry.
Simon Cote (CRD# 7815129) is an Investment Advisor Representative working at Avantax Advisory Services in Lebanon, NH and has 1 year of experience in the finance industry.