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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
Lee White (CRD# 2068714) is an Investment Advisor Representative working at Avantax Advisory Services in Barre, VT and has over 27 years of experience in the finance industry.
Timothy Wooster (CRD# 6874323) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 6 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.
Bradford Bailey (CRD# 2664363) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Littleton, NH and has over 28 years of experience in the finance industry.
David Bosworth (CRD# 7645071) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has 1 year of experience in the finance industry.
Cynthia Bryant (CRD# 5440663) is an Investment Advisor Representative working at Mml Investors Services, LLC in Barre, VT and has over 16 years of experience in the finance industry.
Fjolla Buza-Sotak (CRD# 7174159) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 2 years of experience in the finance industry.
Christopher Colby (CRD# 4674745) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 18 years of experience in the finance industry.
Aidan Costello (CRD# 7806184) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has 1 year of experience in the finance industry.
Leif Daulaire (CRD# 7158572) is an Investment Advisor Representative working at Wadsworth & Daulaire Financial Planners in Hanover, NH and has over 4 years of experience in the finance industry. Leif Daulaire 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.