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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
Edward Lane (CRD# 5124793) is an Investment Advisor Representative working at Lane Asset Management in Stockbridge, MA and has over 18 years of experience in the finance industry. Edward Lane 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.
Sean Leblanc (CRD# 2163582) is an Investment Advisor Representative working at Lpl Financial LLC in Cheshire, MA and has over 32 years of experience in the finance industry.
Shawn Leonard (CRD# 4643578) is an Investment Advisor Representative working at Commonwealth Financial Network in North Adams, MA and has over 21 years of experience in the finance industry.
John Liptak (CRD# 4047791) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Westfield, MA and has over 24 years of experience in the finance industry.
Phuong Luong (CRD# 6815665) is an Investment Advisor Representative working at Just Wealth LLC in Pittsfield, MA and has over 7 years of experience in the finance industry. Phuong Luong 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.
Melissa Lydon (CRD# 5757847) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Great Barrington, MA and has over 13 years of experience in the finance industry.
Thomas Malinowski (CRD# 1488636) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has over 35 years of experience in the finance industry.
Thomas McKeon (CRD# 4143349) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsfield, MA and has over 24 years of experience in the finance industry.
John McLaughlin (CRD# 2650394) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Pittsfield, MA and has over 27 years of experience in the finance industry.
Jonathan Meczywor (CRD# 5561246) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 15 years of experience in the finance industry.