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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
Patrick Dunn (CRD# 2583457) is an Investment Advisor Representative working at Primerica Advisors in Brandon, VT and has over 29 years of experience in the finance industry.
Marilyn Edgerton (CRD# 4876054) is an Investment Advisor Representative working at Financial Advisory Services in Gaysville, VT and has 1 year of experience in the finance industry. Marilyn Edgerton 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.
Thomas Enders (CRD# 1078342) is an Investment Advisor Representative working at Equitable Advisors, LLC in Argyle, NY and has over 35 years of experience in the finance industry.
Collin Fingon (CRD# 4832770) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fair Haven, VT and has over 19 years of experience in the finance industry.
Zerihune Finn (CRD# 6943591) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 5 years of experience in the finance industry.
Nathaniel Fisher (CRD# 6683749) is an Investment Advisor Representative working at Cwm, LLC in Chester, VT and has over 7 years of experience in the finance industry.
Timothy Fisher (CRD# 2715837) is an Investment Advisor Representative working at Cwm, LLC in Chester, VT and has over 28 years of experience in the finance industry. Timothy Fisher 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.
Carmel Furtado (CRD# 1265467) is an Investment Advisor Representative working at Bay Colony Advisors in Dorset, VT and has over 39 years of experience in the finance industry.
Brandon Gorman (CRD# 7055297) is an Investment Advisor Representative working at Edward Jones in Randolph, VT and has over 5 years of experience in the finance industry.
Samuel Groom (CRD# 3127278) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 25 years of experience in the finance industry.