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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
Lawrence Dooley (CRD# 2376082) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has 1 year of experience in the finance industry.
Robert Dossett (CRD# 5975284) is an Investment Advisor Representative working at Waypoint Financial Planning LLC in Milford, MA and has over 12 years of experience in the finance industry. Robert Dossett 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.
John Dowd (CRD# 1203778) is an Investment Advisor Representative working at Prosperity Capital Advisors in Westlake, OH and has over 32 years of experience in the finance industry.
Glen Dowden (CRD# 5217538) is an Investment Advisor Representative working at Citizens Securities, Inc. in Johnston, RI and has over 17 years of experience in the finance industry.
Sean Drewniak (CRD# 3226223) is an Investment Advisor Representative working at Wells Fargo Advisors in Warwick, RI and has over 24 years of experience in the finance industry.
Alan Druckenmiller (CRD# 5191639) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Wilbraham, MA and has over 17 years of experience in the finance industry.
Lee Duckworth (CRD# 2097591) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 27 years of experience in the finance industry. Lee Duckworth 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.
Robert Duff (CRD# 2329659) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 31 years of experience in the finance industry. Robert Duff 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.
Charles Dufour (CRD# 1279085) is an Investment Advisor Representative working at William Joseph Capital Management, Inc. in Woodstock, CT and has over 7 years of experience in the finance industry.
Michael Dunn (CRD# 1028750) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Kingstown, RI and has over 39 years of experience in the finance industry. Michael Dunn 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.