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Distance Only Bristol, RI
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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
Bryan Dunphy (CRD# 5780067) is an Investment Advisor Representative working at Edward Jones in Bristol, RI and has over 13 years of experience in the finance industry.
Marie Lovett (CRD# 5702586) is an Investment Advisor Representative working at Experience Your Wealth, LLC in Bristol, RI and has over 5 years of experience in the finance industry. Marie Lovett 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.
Rashid Mahmood (CRD# 6147672) is an Investment Advisor Representative working at Citizens Securities, Inc. in Bristol, RI and has over 7 years of experience in the finance industry.
John Northrup (CRD# 6420463) is an Investment Advisor Representative working at Experience Your Wealth, LLC in Bristol, RI and has over 9 years of experience in the finance industry. John Northrup 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.
Stephen Randolph (CRD# 6419008) is an Investment Advisor Representative working at Edward Jones in Bristol, RI and has over 9 years of experience in the finance industry.