-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Altschuler (CRD# 2641104) is an Investment Advisor Representative working at Rwa Wealth Partners in Lexington, MA and has over 28 years of experience in the finance industry. James Altschuler 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.
Zeid Basyouni (CRD# 6929792) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lexington, MA and has over 5 years of experience in the finance industry.
Christopher Bekel (CRD# 6160590) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 11 years of experience in the finance industry. Christopher Bekel 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.
Spencer Betts (CRD# 4285560) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lexington, MA and has over 23 years of experience in the finance industry. Spencer Betts 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.
George Bouton (CRD# 5962320) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lexington, MA and has over 6 years of experience in the finance industry.
Joseph Buckley (CRD# 3276129) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Lexington, MA and has over 24 years of experience in the finance industry. Joseph Buckley 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 Bullock (CRD# 6407994) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, MA and has over 8 years of experience in the finance industry.
Michael Capobianco (CRD# 2159543) is an Investment Advisor Representative working at Mwa Asset Management in Lexington, MA and has over 32 years of experience in the finance industry.
Mark Carley (CRD# 2912288) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lexington, MA and has over 26 years of experience in the finance industry.
Patrick Carpenter (CRD# 5714596) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, MA and has over 14 years of experience in the finance industry. Patrick Carpenter 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.