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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
Mary Hirtle (CRD# 6460900) is an Investment Advisor Representative working at Meridian Financial Services, Inc. in Duxbury, MA and has over 7 years of experience in the finance industry.
Brandon Jordan (CRD# 6069016) is an Investment Advisor Representative working at Impact Advisors Group in Duxbury, MA and has over 8 years of experience in the finance industry. Brandon Jordan 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.
Michael Kelley (CRD# 3074114) is an Investment Advisor Representative working at Lpl Financial LLC in Duxbury, MA and has over 16 years of experience in the finance industry.
Hunter Luke (CRD# 1348707) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Duxbury, MA and has over 38 years of experience in the finance industry.
Colleen Maimaron (CRD# 5620438) is an Investment Advisor Representative working at Commonwealth Financial Network in Duxbury, MA and has 1 year of experience in the finance industry.
Kevin Mantville (CRD# 5291783) is an Investment Advisor Representative working at Lpl Financial LLC in Duxbury, MA and has over 16 years of experience in the finance industry.
James Morris (CRD# 705495) is an Investment Advisor Representative working at Fma Wealth Management, LLC in Duxbury, MA and has over 44 years of experience in the finance industry. James Morris 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.
Raymond Morris (CRD# 5737357) is an Investment Advisor Representative working at High Pines Wealth Management LLC in Duxbury, MA and has over 14 years of experience in the finance industry.
Michael Sullivan (CRD# 5412085) is an Investment Advisor Representative working at Lpl Financial LLC in Duxbury, MA and has over 15 years of experience in the finance industry.
Charles Von Stackelberg (CRD# 6557302) is an Investment Advisor Representative working at Radius Wealth Management, Inc. in Duxbury, MA and has over 8 years of experience in the finance industry.