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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
Joel Speakman (CRD# 2148649) is an Investment Advisor Representative working at Edward Jones in South Paris, ME and has over 32 years of experience in the finance industry.
Caleb Stephens (CRD# 5878158) is an Investment Advisor Representative working at Lpl Financial LLC in Falmouth, ME and has over 13 years of experience in the finance industry.
Leslie Stevens (CRD# 2585283) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Auburn, ME and has over 18 years of experience in the finance industry.
John Toye (CRD# 4596436) is an Investment Advisor Representative working at Primerica Advisors in Windham, ME and has over 21 years of experience in the finance industry.
Kimberly Volk (CRD# 5946969) is an Investment Advisor Representative working at Maine Advisory Associates in Portland, ME and has over 10 years of experience in the finance industry.
Christopher Wallace (CRD# 2732380) is an Investment Advisor Representative working at Primerica Advisors in Windham, ME and has over 23 years of experience in the finance industry.
Thomas Whyte (CRD# 857632) is an Investment Advisor Representative working at Lpl Financial LLC in Falmouth, ME and has over 31 years of experience in the finance industry.
Elizabeth Williams (CRD# 6971978) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 5 years of experience in the finance industry.
Elizabeth Winfeld (CRD# 5878076) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Portland, ME and has over 13 years of experience in the finance industry.
Corey Woodhead (CRD# 3135697) is an Investment Advisor Representative working at Lpl Financial LLC in Falmouth, ME and has over 25 years of experience in the finance industry. Corey Woodhead 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.