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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
Stephen Stjean (CRD# 2693881) is an Investment Advisor Representative working at Primerica Advisors in Bath, ME and has over 25 years of experience in the finance industry.
Samuel Tippet (CRD# 2438532) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, ME and has over 30 years of experience in the finance industry.
Michael Trenholm (CRD# 2259339) is an Investment Advisor Representative working at Commonwealth Financial Network in Monmouth, ME and has over 22 years of experience in the finance industry.
Danielle Valleau (CRD# 5226687) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Augusta, ME and has over 13 years of experience in the finance industry.
David Veilleux (CRD# 3250376) is an Investment Advisor Representative working at Lpl Financial LLC in Winthrop, ME and has over 24 years of experience in the finance industry.
Kelsie West (CRD# 5489030) is an Investment Advisor Representative working at Edward Jones in Topsham, ME and has over 15 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.
Miles Whitlock (CRD# 6720366) is an Investment Advisor Representative working at J.m. Arbour, LLC in Gardiner, ME and has over 7 years of experience in the finance industry.
David Beemer (CRD# 2425533) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bath, ME and has over 30 years of experience in the finance industry.