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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 Capelle (CRD# 4302412) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hingham, MA and has over 23 years of experience in the finance industry.
Clifford Caplan (CRD# 721675) is an Investment Advisor Representative working at Commonwealth Financial Network in Canton, MA and has over 42 years of experience in the finance industry. Clifford Caplan 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.
Peter Caplan (CRD# 1549356) is an Investment Advisor Representative working at Commonwealth Financial Network in Foxboro, MA and has over 37 years of experience in the finance industry. Peter Caplan 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.
James Carlson (CRD# 5918427) is an Investment Advisor Representative working at Carlson Planning Company in Mansfield, MA and has over 12 years of experience in the finance industry.
Carie Carney (CRD# 4467490) is an Investment Advisor Representative working at Lenk Ladner Investment Solutions LLC in Osterville, MA and has over 21 years of experience in the finance industry.
Joseph Carney (CRD# 2807918) is an Investment Advisor Representative working at Commonwealth Financial Network in Braintree, MA and has over 27 years of experience in the finance industry.
Joseph Carroll (CRD# 1689902) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Hingham, MA and has over 32 years of experience in the finance industry.
Matthew Carron (CRD# 4143099) is an Investment Advisor Representative working at Heritage Financial Services in Westwood, MA and has over 24 years of experience in the finance industry. Matthew Carron 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.
Charles Casassa (CRD# 3071014) is an Investment Advisor Representative working at Lpl Financial LLC in Scituate, MA and has over 17 years of experience in the finance industry.