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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
Brian Bernatchez (CRD# 1864436) is an Investment Advisor Representative working at Lpl Financial LLC in Waterville, ME and has over 26 years of experience in the finance industry. Brian Bernatchez 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 Brennan (CRD# 29814) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Winthrop, ME and has over 19 years of experience in the finance industry.
Alan Carey (CRD# 1291234) is an Investment Advisor Representative working at Lpl Financial LLC in Waterville, ME and has over 31 years of experience in the finance industry. Alan Carey 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.
Roland Fournier (CRD# 1291095) is an Investment Advisor Representative working at Lpl Financial LLC in Waterville, ME and has over 31 years of experience in the finance industry. Roland Fournier 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.
Norman Hart (CRD# 4115526) is an Investment Advisor Representative working at Commonwealth Financial Network in Waterville, ME and has over 15 years of experience in the finance industry. Norman Hart 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.
Albert Languet (CRD# 2041146) is an Investment Advisor Representative working at Lpl Financial LLC in Waterville, ME and has over 23 years of experience in the finance industry. Albert Languet 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.
Kimberley Mondonedo (CRD# 5609480) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Augusta, ME and has over 8 years of experience in the finance industry. Kimberley Mondonedo 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.
Kenneth Nott (CRD# 5069457) is an Investment Advisor Representative working at Commonwealth Financial Network in Hallowell, ME and has over 12 years of experience in the finance industry. Kenneth Nott 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.
Kenneth Viens (CRD# 2281836) is an Investment Advisor Representative working at Lpl Financial LLC in Waterville, ME and has over 25 years of experience in the finance industry. Kenneth Viens 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.
William Adamson (CRD# 711018) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Augusta, ME and has over 26 years of experience in the finance industry.