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Distance Only Essex, CT
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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
Kevin Sullivan (CRD# 2531335) is an Investment Advisor Representative working at Lpl Financial LLC in Essex, CT and has over 27 years of experience in the finance industry.
Mary Jane Sullivan (CRD# 5632328) is an Investment Advisor Representative working at Sullivan Financial, LLC in Essex, CT and has over 15 years of experience in the finance industry. Mary Jane Sullivan 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.
William Tait (CRD# 6663470) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 7 years of experience in the finance industry. William Tait 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.
Laurie Tomlinson (CRD# 1055083) is an Investment Advisor Representative working at Alchemi Wealth, LLC in Essex, CT and has over 26 years of experience in the finance industry.
Anthony Vocalina (CRD# 1754872) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 33 years of experience in the finance industry.
Peter Woolston (CRD# 1002583) is an Investment Advisor Representative working at The Burney Company in Essex, CT and has over 42 years of experience in the finance industry.
Julie Bauman (CRD# 3018508) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 25 years of experience in the finance industry.
Stephen Jordan (CRD# 7458571) is an Investment Advisor Representative working at Alchemi Wealth, LLC in Essex, CT and has over 2 years of experience in the finance industry.
Ashley Smelser (CRD# 3254414) is an Investment Advisor Representative working at Sullivan Financial, LLC in Essex, CT and has over 24 years of experience in the finance industry.
Courtney Walsh (CRD# 2479081) is an Investment Advisor Representative working at Essex Financial Services, Inc. in Essex, CT and has over 27 years of experience in the finance industry.