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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
Brooks Stevens (CRD# 6024560) is an Investment Advisor Representative working at Lpl Financial LLC in Thomaston, ME and has over 12 years of experience in the finance industry.
William Westfield (CRD# 2170081) is an Investment Advisor Representative working at August Wealth Group, Inc. in Bristol, ME and has over 32 years of experience in the finance industry. William Westfield 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 Williams (CRD# 3190288) is an Investment Advisor Representative working at Deer Isle Research & Management, LLC in Stonington, ME and has over 24 years of experience in the finance industry.
Allan Beck (CRD# 2047641) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Waldoboro, ME and has over 3 years of experience in the finance industry.
David Bouchard (CRD# 6848398) is an Investment Advisor Representative working at Primerica Advisors in Belfast, ME and has over 6 years of experience in the finance industry.
Andrea Curtis-Southard (CRD# 7380778) is an Investment Advisor Representative working at Edward Jones in Rockland, ME and has over 2 years of experience in the finance industry.
Samuel Estes (CRD# 7676047) is an Investment Advisor Representative working at Lpl Financial LLC in Waldoboro, ME and has 1 year of experience in the finance industry.
Megan Freedman (CRD# 5031715) is an Investment Advisor Representative working at Advice And Planning Services in Brooksville, ME and has over 17 years of experience in the finance industry.
Brie Pio (CRD# 5653200) is an Investment Advisor Representative working at Birch Point Wealth Management LLC in Rockport, ME and has over 7 years of experience in the finance industry. Brie Pio 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.
Reynolds Ritchie (CRD# 3155197) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Belfast, ME and has 1 year of experience in the finance industry.