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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
Lon Smith (CRD# 3123601) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 25 years of experience in the finance industry.
Lee Spivey (CRD# 3143532) is an Investment Advisor Representative working at Wealth Management Partners, LLC in Manchester Center, VT and has over 25 years of experience in the finance industry. Lee Spivey 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.
Kevin Theissen (CRD# 3228847) is an Investment Advisor Representative working at Hwc Financial in Ludlow, VT and has over 15 years of experience in the finance industry.
Brian Vargo (CRD# 6485087) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Manchester, VT and has over 8 years of experience in the finance industry.
Brian Vogel (CRD# 5730219) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has 1 year of experience in the finance industry.
Todd Walker (CRD# 4781913) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Wells, VT and has over 19 years of experience in the finance industry.
Adam Walsh (CRD# 2371045) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 30 years of experience in the finance industry.
Marion Watkins (CRD# 4364340) is an Investment Advisor Representative working at Prudential Financial Planning Services in Buskirk, NY and has over 23 years of experience in the finance industry.
Reed Wilcox (CRD# 6124691) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 11 years of experience in the finance industry.
Stephen Lulla (CRD# 1365623) is an Investment Advisor Representative working at Maidstone Wealth Management, LLC in Cambridge, NY and has over 6 years of experience in the finance industry.