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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
Andrew Callaghan (CRD# 1914744) is an Investment Advisor Representative working at American Trust Investment Advisors, LLC in Lebanon, NH and has over 35 years of experience in the finance industry.
John Caputo (CRD# 1438003) is an Investment Advisor Representative working at Wells Fargo Advisors in West Lebanon, NH and has over 38 years of experience in the finance industry.
Ralph Caputo (CRD# 40155) is an Investment Advisor Representative working at Wells Fargo Advisors in West Lebanon, NH and has over 40 years of experience in the finance industry.
Paul Collins (CRD# 4433717) is an Investment Advisor Representative working at American Trust Investment Advisors, LLC in Lebanon, NH and has over 21 years of experience in the finance industry.
Martha Cottrill (CRD# 1399313) is an Investment Advisor Representative working at Mariner Wealth in New London, NH and has over 30 years of experience in the finance industry.
Debra Cox (CRD# 2181917) is an Investment Advisor Representative working at Primerica Advisors in Springfield, VT and has over 32 years of experience in the finance industry.
Robert Dalelio (CRD# 2774112) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Sunapee, NH and has over 27 years of experience in the finance industry.
David Dattilio (CRD# 6859349) is an Investment Advisor Representative working at Dattilio & Ash Capital Management, LLC in Lebanon, NH and has over 5 years of experience in the finance industry.
Matthew Dattilio (CRD# 6143479) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 10 years of experience in the finance industry. Matthew Dattilio 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 Dennis (CRD# 2123535) is an Investment Advisor Representative working at Wells Fargo Advisors in Hanover, NH and has over 33 years of experience in the finance industry.