-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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.
Susan Kibbe (CRD# 2888964) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Chester, VT and has over 8 years of experience in the finance industry.
Michael Adrian (CRD# 2285905) is an Investment Advisor Representative working at Archer Investment Corporation in Townshend, VT and has over 21 years of experience in the finance industry.
Jessica Anderson (CRD# 1579811) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 37 years of experience in the finance industry. Jessica Anderson 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.
Richard Anderson (CRD# 5295717) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Walpole, NH and has over 16 years of experience in the finance industry.
Anthony Ash (CRD# 6146813) is an Investment Advisor Representative working at Dattilio & Ash Capital Management, LLC in Lebanon, NH and has 1 year of experience in the finance industry.
Andrew Beresford (CRD# 5303702) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 17 years of experience in the finance industry.
Nataliya Bergeron (CRD# 5486373) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Keene, NH and has over 14 years of experience in the finance industry. Nataliya Bergeron 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.
Steven Bergeron (CRD# 2160195) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Keene, NH and has over 32 years of experience in the finance industry.
Katherine Brady (CRD# 5477795) is an Investment Advisor Representative working at Commonwealth Financial Network in Rutland, VT and has over 7 years of experience in the finance industry. Katherine Brady 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.