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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
John Doherty (CRD# 2065762) is an Investment Advisor Representative working at Lpl Financial LLC in Osterville, MA and has over 32 years of experience in the finance industry.
Sean Driscoll (CRD# 2406299) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 30 years of experience in the finance industry.
Kevin Ducie (CRD# 6196461) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Hyannis, MA and has over 10 years of experience in the finance industry.
Robert Dunkley (CRD# 6328686) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Osterville, MA and has over 9 years of experience in the finance industry.
Edward Eastman (CRD# 2561835) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mashpee, MA and has over 6 years of experience in the finance industry.
Patricia Ela (CRD# 2007531) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Chatham, MA and has over 16 years of experience in the finance industry.
Bruce Eshbaugh (CRD# 2315339) is an Investment Advisor Representative working at Sentinel Advisory Corp in Hyannis, MA and has over 31 years of experience in the finance industry.
Kevin Ewing (CRD# 6677085) is an Investment Advisor Representative working at Eagle Strategies LLC in Hyannis, MA and has over 7 years of experience in the finance industry.
Jonathan Farnham (CRD# 2569844) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Chatham, MA and has over 29 years of experience in the finance industry.
Gregory Fenton (CRD# 1663005) is an Investment Advisor Representative working at Cambridge Cape Cod Advisors, LLC in Sandwich, MA and has over 36 years of experience in the finance industry. Gregory Fenton 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.