Distance Metro area (25 miles)
- 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
Philip Arbolino (CRD# 1392630) is an Investment Advisor Representative working at Commonwealth Financial Network in East Dorset, VT and has over 31 years of experience in the finance industry.
Timothy O'connor (CRD# 4296346) is an Investment Advisor Representative working at Lpl Financial LLC in Rutland, VT and has over 15 years of experience in the finance industry. Timothy O'connor 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.
Douglas Bonaquist (CRD# 4050800) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Glens Falls, NY and has over 15 years of experience in the finance industry.