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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
Elijah Pell (CRD# 6529932) is an Investment Advisor Representative working at Edward Jones in Barre, VT and has over 7 years of experience in the finance industry.
Kingman Penniman (CRD# 6918065) is an Investment Advisor Representative working at The Alchemist Fund in Montpelier, VT and has 1 year 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.
William Pikul (CRD# 7079089) is an Investment Advisor Representative working at Edward Jones in Barre, VT and has over 4 years of experience in the finance industry.
Laura Plourde (CRD# 2178342) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 28 years of experience in the finance industry. Laura Plourde 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 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.
Joseph Preddy (CRD# 2579973) is an Investment Advisor Representative working at Lpl Financial LLC in Barre, VT and has over 29 years of experience in the finance industry. Joseph Preddy 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.
Daniel Randall (CRD# 2891390) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 19 years of experience in the finance industry.
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.
Neil Resnik (CRD# 716435) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 43 years of experience in the finance industry.