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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
David Otto (CRD# 4364736) is an Investment Advisor Representative working at Otto & Associates, Inc. in Norwich, VT and has 1 year of experience in the finance industry. David Otto 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.
Shawn Oxford (CRD# 5117525) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bristol, VT and has over 17 years of experience in the finance industry.
Gary Packnick (CRD# 2090047) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lebanon, NH and has over 33 years of experience in the finance industry.
Joseph Palatucci (CRD# 2881564) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 26 years of experience in the finance industry.
Caitlin Perry (CRD# 5646213) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 15 years of experience in the finance industry.
Jared Colin Petrizzi (CRD# 5804207) is an Investment Advisor Representative working at Osaic Institutions, Inc. in West Lebanon, NH and has over 10 years of experience in the finance industry.
Derek Pierce (CRD# 2100236) is an Investment Advisor Representative working at Mml Investors Services, LLC in Woodstock, VT and has over 23 years of experience in the finance industry.
Erik Potts (CRD# 4635699) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 21 years of experience in the finance industry. Erik Potts 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.
Erik Randall (CRD# 5928929) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 9 years of experience in the finance industry.
James Reynolds (CRD# 2997795) is an Investment Advisor Representative working at Lpl Financial LLC in Rutland, VT and has over 20 years of experience in the finance industry.