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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
David Hathaway (CRD# 5838143) 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.
Michaela’s career in financial planning began over a decade ago after she graduated from Boise State University. She began learning the business from the ground up, starting as an assistant at Beacon Financial Planning, Inc in 2005. With her interest in helping people meet their financial goals piqued, Michaela decided to earn her certificate in Financial Planning at Boston University in 2008 and completed her CERTIFIED FINANCIAL PLANNER™ professional (CFP®) designation the same year.
After nearly six years as a financial planner with Wellesley-based Michael A. Schreiber & Associates, where she...
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Douglas Howell (CRD# 5647783) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in East Sandwich, MA and has over 15 years of experience in the finance industry.
Justin Hudock (CRD# 2909908) is an Investment Advisor Representative working at Starboard Wealth Management, LLC in Marstons Mills, MA and has over 8 years of experience in the finance industry.
Michael Hulett (CRD# 2400340) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plymouth, MA and has over 30 years of experience in the finance industry.
Raymond Hunt (CRD# 4485001) is an Investment Advisor Representative working at Capital Analysts in Dartmouth, MA and has over 22 years of experience in the finance industry.