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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
Peggy Jones-East (CRD# 5126921) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Camden, ME and has over 17 years of experience in the finance industry.
Daniel Leach (CRD# 1015533) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Islesboro, ME and has over 38 years of experience in the finance industry. Daniel Leach 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.
James Letteney (CRD# 6264938) is an Investment Advisor Representative working at Letteney Financial Advisory, LLC in Waldoboro, ME and has over 10 years of experience in the finance industry.
Meredith Lyon (CRD# 6021833) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Rockland, ME and has over 8 years of experience in the finance industry.
Adam Maguire (CRD# 2997497) is an Investment Advisor Representative working at Lpl Financial LLC in Boothbay Harbor, ME and has over 26 years of experience in the finance industry.
Judith McDonald (CRD# 4917748) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Damariscotta, ME and has over 17 years of experience in the finance industry.
Matthew Migliore (CRD# 6560352) is an Investment Advisor Representative working at Lpl Financial LLC in Waldoboro, ME and has over 8 years of experience in the finance industry.
Matthew Ogier (CRD# 2468381) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Camden, ME and has over 29 years of experience in the finance industry.
Thomas Perkins (CRD# 2254512) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boothbay Harbor, ME and has over 31 years of experience in the finance industry.
Devon Perry (CRD# 5004219) is an Investment Advisor Representative working at Lpl Financial LLC in Waldoboro, ME and has over 17 years of experience in the finance industry.