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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
Claude Perrier (CRD# 4557418) is an Investment Advisor Representative working at Harpswell Capital Advisors, LLC in New Gloucester, ME and has over 23 years of experience in the finance industry.
Christopher Perry (CRD# 5898869) is an Investment Advisor Representative working at Mml Investors Services, LLC in Falmouth, ME and has over 13 years of experience in the finance industry.
Lawrence Perry (CRD# 1470291) is an Investment Advisor Representative working at Mml Investors Services, LLC in Falmouth, ME and has over 19 years of experience in the finance industry.
Stephen Plain (CRD# 3131481) is an Investment Advisor Representative working at Avantax Advisory Services in Falmouth, ME and has over 25 years of experience in the finance industry.
Joseph Poirier (CRD# 5366488) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lewiston, ME and has over 16 years of experience in the finance industry.
Marc Poirier (CRD# 364973) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lewiston, ME and has over 27 years of experience in the finance industry.
Normand Poulin (CRD# 2696609) is an Investment Advisor Representative working at Commonwealth Financial Network in Falmouth, ME and has over 27 years of experience in the finance industry.
Joshua Rent (CRD# 4001956) is an Investment Advisor Representative working at Lpl Financial LLC in Falmouth, ME and has over 24 years of experience in the finance industry.
Diana Reo (CRD# 4543690) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North Conway, NH and has over 21 years of experience in the finance industry.
Mark Rich (CRD# 6528724) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has 1 year of experience in the finance industry. Mark Rich 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.