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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
Desmond Lam (CRD# 3041798) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Canton, MA and has over 25 years of experience in the finance industry.
Benjamin Magoun (CRD# 4768215) is an Investment Advisor Representative working at Commonwealth Financial Network in Canton, MA and has over 18 years of experience in the finance industry. Benjamin Magoun 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.
Barry Perkins (CRD# 1152760) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Canton, MA and has over 39 years of experience in the finance industry.
Mark Porter (CRD# 4943237) is an Investment Advisor Representative working at Lpl Financial LLC in Canton, MA and has over 18 years of experience in the finance industry. Mark Porter 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.
Michael Sly (CRD# 3233769) is an Investment Advisor Representative working at Strategic Financial Alliance, LLC in Canton, MA and has over 24 years of experience in the finance industry. Michael Sly 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.
Carol Vesey (CRD# 6905280) is an Investment Advisor Representative working at Commonwealth Financial Network in Canton, MA and has 1 year of experience in the finance industry.
Thomas Vesey (CRD# 6905268) is an Investment Advisor Representative working at Commonwealth Financial Network in Canton, MA and has 1 year of experience in the finance industry.
Joseph Zophin (CRD# 4083455) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Canton, MA and has over 23 years of experience in the finance industry.
Peter Aiello (CRD# 7066295) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Canton, MA and has over 2 years of experience in the finance industry. Peter Aiello 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 Donovan (CRD# 5898880) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Canton, MA and has over 2 years of experience in the finance industry.