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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
Tina Truax Mccuin (CRD# 6127352) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Burlington, VT and has over 9 years of experience in the finance industry.
Alexander Watson (CRD# 6796716) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has 1 year of experience in the finance industry. Alexander Watson 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.
Brigette White (CRD# 2549129) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Burlington, VT and has over 25 years of experience in the finance industry. Brigette White 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.
Blair Wolston (CRD# 6719618) is an Investment Advisor Representative working at Equitable Advisors, LLC in Burlington, VT and has over 7 years of experience in the finance industry.
Julie Won (CRD# 2974746) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has over 18 years of experience in the finance industry. Julie Won 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.
Brian Wooten (CRD# 2682588) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, VT and has over 28 years of experience in the finance industry. Brian Wooten 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.
Arthur Wright (CRD# 5192031) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has over 17 years of experience in the finance industry. Arthur Wright 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.
Todd Wulfson (CRD# 2837408) is an Investment Advisor Representative working at Rock Point Advisors, LLC in Burlington, VT and has over 27 years of experience in the finance industry.
Mark Andrews (CRD# 7708624) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has 1 year of experience in the finance industry.
Nihad Basic (CRD# 7467113) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Burlington, VT and has 1 year of experience in the finance industry.