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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
Blake Barbosa (CRD# 6240878) is an Investment Advisor Representative working at Eagle Strategies LLC in Dartmouth, MA and has over 9 years of experience in the finance industry.
Bree Barletto (CRD# 3086946) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Roslindale, MA and has over 25 years of experience in the finance industry.
David Barlow (CRD# 4948712) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 18 years of experience in the finance industry.
Christopher Barone (CRD# 6198167) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Norwood, MA and has over 9 years of experience in the finance industry.
Christopher Barrett (CRD# 1589965) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Warwick, RI and has over 37 years of experience in the finance industry.
James Barrett (CRD# 6167360) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry. James Barrett 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.
Patrick Barrett (CRD# 3157009) is an Investment Advisor Representative working at Barrett Capital Partners in Weymouth, MA and has over 25 years of experience in the finance industry. Patrick Barrett 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.
Robert Barrette (CRD# 2172288) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 32 years of experience in the finance industry.
James Barrows (CRD# 6974741) is an Investment Advisor Representative working at Commonwealth Financial Network in Smithfield, RI and has over 5 years of experience in the finance industry.
Joseph Barry (CRD# 13724) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 36 years of experience in the finance industry.