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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
Elizabeth Lacroix (CRD# 4388271) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 20 years of experience in the finance industry.
Jonathan Laird (CRD# 2449573) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Vineyard Haven, MA and has over 28 years of experience in the finance industry. Jonathan Laird 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.
Thomas Langway (CRD# 2989495) is an Investment Advisor Representative working at Lpl Financial LLC in Chatham, MA and has over 26 years of experience in the finance industry.
David Layte (CRD# 6072876) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 11 years of experience in the finance industry.
Susan Lemieux (CRD# 4021364) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Orleans, MA and has over 10 years of experience in the finance industry.
Christopher Letendre (CRD# 2434408) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Sandwich, MA and has over 30 years of experience in the finance industry.
Richard Longueil (CRD# 4218066) is an Investment Advisor Representative working at Santander Securities in Falmouth, MA and has over 23 years of experience in the finance industry.
Michael Lopes (CRD# 6724706) is an Investment Advisor Representative working at Estuary Financial LLC in North Falmouth, MA and has 1 year of experience in the finance industry.
Susan Lowry (CRD# 604115) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Plymouth, MA and has over 37 years of experience in the finance industry.
Marci Lucier (CRD# 4170223) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 23 years of experience in the finance industry.