-
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
Richard Mollin (CRD# 5658837) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 14 years of experience in the finance industry.
Jacob Murray (CRD# 5866537) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 8 years of experience in the finance industry. Jacob Murray 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.
Stephen Neumeier (CRD# 1320155) is an Investment Advisor Representative working at Neumeier Capital Management, Inc. in Concord, MA and has over 39 years of experience in the finance industry.
Douglas Norberg (CRD# 2368156) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Concord, MA and has over 30 years of experience in the finance industry.
John Ohl (CRD# 1548196) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 37 years of experience in the finance industry.
Gregory Phillips (CRD# 6786050) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 6 years of experience in the finance industry.
Robert Rodriguez (CRD# 2051214) is an Investment Advisor Representative working at Concordia Wealth Management, LLC in Concord, MA and has over 18 years of experience in the finance industry.
Renee Senes (CRD# 2471986) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, MA and has over 29 years of experience in the finance industry.
William Spring (CRD# 4784613) is an Investment Advisor Representative working at Spencer Brook Asset Management, LLC in Concord, MA and has over 22 years of experience in the finance industry.
David Thibeault (CRD# 2175135) is an Investment Advisor Representative working at Lpl Financial LLC in Concord, MA and has over 32 years of experience in the finance industry.