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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
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.
Dana Poston (CRD# 2425247) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Damariscotta, ME and has over 30 years of experience in the finance industry.
Sarah Ruef-Lindquist (CRD# 6716490) is an Investment Advisor Representative working at Commonwealth Financial Network in Camden, ME and has over 7 years of experience in the finance industry.
Nancy Schultz (CRD# 4318143) is an Investment Advisor Representative working at Schultz Retirement Income Solutions, Inc. in Rockland, ME and has over 23 years of experience in the finance industry.
Daniel Smereck (CRD# 6868806) is an Investment Advisor Representative working at Strategic Asset Alliance in Camden, ME and has over 6 years of experience in the finance industry.
Brooks Stevens (CRD# 6024560) is an Investment Advisor Representative working at Lpl Financial LLC in Thomaston, ME and has over 12 years of experience in the finance industry.
William Westfield (CRD# 2170081) is an Investment Advisor Representative working at August Wealth Group, Inc. in Bristol, ME and has over 32 years of experience in the finance industry. William Westfield 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 White (CRD# 5398789) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Camden, ME and has over 16 years of experience in the finance industry.
Allan Beck (CRD# 2047641) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Waldoboro, ME and has over 3 years of experience in the finance industry.