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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
David Dunfee (CRD# 2607525) is an Investment Advisor Representative working at Key Investment Services LLC in Bangor, ME and has over 24 years of experience in the finance industry.
Paul Dyer (CRD# 3131390) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Hampden, ME and has over 18 years of experience in the finance industry.
Mark Erhardt (CRD# 2975261) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Bangor, ME and has over 26 years of experience in the finance industry. Mark Erhardt 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.
Lucie Estabrook (CRD# 5867388) is an Investment Advisor Representative working at Birchbrook in Bangor, ME and has over 13 years of experience in the finance industry.
Gary Farley (CRD# 1095853) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bangor, ME and has over 23 years of experience in the finance industry.
Nathan Allen Freeman (CRD# 4871519) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bangor, ME and has over 19 years of experience in the finance industry.
Patricia Freiwald (CRD# 5501795) is an Investment Advisor Representative working at Lpl Financial LLC in Orono, ME and has over 15 years of experience in the finance industry. Patricia Freiwald 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.
Thomas Gower (CRD# 2692660) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bangor, ME and has over 28 years of experience in the finance industry.
Vance Gray (CRD# 2144280) is an Investment Advisor Representative working at Vancegray Wealth Management, Inc. in Bangor, ME and has over 32 years of experience in the finance industry. Vance Gray 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.
Thomas Griffith (CRD# 5936242) is an Investment Advisor Representative working at Edward Jones in Lincolnville, ME and has over 12 years of experience in the finance industry.