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Distance Only Burlington, VT
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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
Stacy Putnam (CRD# 6127607) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Burlington, VT and has over 11 years of experience in the finance industry.
Christopher Quintin (CRD# 4058586) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, VT and has over 24 years of experience in the finance industry.
Daniel Reagan (CRD# 1626675) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Burlington, VT and has over 37 years of experience in the finance industry.
Joshua Reagan (CRD# 6192342) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Burlington, VT and has over 10 years of experience in the finance industry.
David Richardson (CRD# 4346554) is an Investment Advisor Representative working at Gsam Stable Value, LLC in Burlington, VT and has 1 year of experience in the finance industry.
Chet Schwartz (CRD# 4690838) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, VT and has over 16 years of experience in the finance industry.
George Simone (CRD# 2093569) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 33 years of experience in the finance industry.
Hans Smith (CRD# 6322329) is an Investment Advisor Representative working at One Day In July LLC in Burlington, VT and has over 10 years of experience in the finance industry.
Patti Steffens (CRD# 5293905) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 14 years of experience in the finance industry.
Theresa Swett (CRD# 2427540) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 30 years of experience in the finance industry.