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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
Howard Levine (CRD# 2737233) is an Investment Advisor Representative working at Continuum Advisory, LLC in Stowe, VT and has over 28 years of experience in the finance industry.
Gary Link (CRD# 2703651) is an Investment Advisor Representative working at Red Lighthouse Investment Management, LLC in Warren, VT and has over 12 years of experience in the finance industry. Gary Link 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.
Adam Lory (CRD# 6878446) is an Investment Advisor Representative working at Edward Jones in Stowe, VT and has over 6 years of experience in the finance industry.
Brian Lowry (CRD# 6713062) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Burlington, VT and has over 5 years of experience in the finance industry. Brian Lowry 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.
David Maher (CRD# 5117420) is an Investment Advisor Representative working at Wells Fargo Advisors in Williston, VT and has over 18 years of experience in the finance industry. David Maher 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.
Jennifer Malaney (CRD# 3007756) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 26 years of experience in the finance industry.
Matthew Malaney (CRD# 2088303) is an Investment Advisor Representative working at Broadlake Financial Management in South Burlington, VT and has over 33 years of experience in the finance industry.
Robert Mangiacotti (CRD# 1576859) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 32 years of experience in the finance industry.
Andrew Marcotte (CRD# 6568549) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williston, VT and has over 7 years of experience in the finance industry.
Sandra Maynard (CRD# 2101732) is an Investment Advisor Representative working at Stage 2 Planning Partners LLC in South Burlington, VT and has over 33 years of experience in the finance industry.