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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 Brown (CRD# 6698544) is an Investment Advisor Representative working at Lpl Financial LLC in Plattsburgh, NY and has over 6 years of experience in the finance industry.
Melanie Brown (CRD# 4708529) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Burlington, VT and has over 19 years of experience in the finance industry.
Alexander Bryan (CRD# 1037711) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 42 years of experience in the finance industry.
Jared Burns (CRD# 6588267) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Plattsburgh, NY and has over 8 years of experience in the finance industry.
Kristin Burns (CRD# 2066897) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 24 years of experience in the finance industry.
Neil Callahan (CRD# 1822352) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 35 years of experience in the finance industry.
Christopher Capano (CRD# 2033819) is an Investment Advisor Representative working at M. Kraus & Company in Shelburne, VT and has over 19 years of experience in the finance industry.
Jeffrey Clark (CRD# 5758187) is an Investment Advisor Representative working at Edward Jones in Burlington, VT and has over 13 years of experience in the finance industry.
Heidi Clute (CRD# 1010224) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 36 years of experience in the finance industry. Heidi Clute 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.
Timothy Cope (CRD# 1039310) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 31 years of experience in the finance industry.