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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
Joshua Rent (CRD# 4001956) is an Investment Advisor Representative working at Lpl Financial LLC in Falmouth, ME and has over 24 years of experience in the finance industry.
Mark Rich (CRD# 6528724) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has 1 year of experience in the finance industry. Mark Rich 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.
Sean Riley (CRD# 4576020) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Falmouth, ME and has over 21 years of experience in the finance industry.
Micheline Romano (CRD# 2597233) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Falmouth, ME and has over 26 years of experience in the finance industry.
Aaron Rugh (CRD# 2364853) is an Investment Advisor Representative working at Rm Financial Services, LLC in Falmouth, ME and has over 30 years of experience in the finance industry.
Mark Selby (CRD# 5038293) is an Investment Advisor Representative working at Bennett Selby Investments, LP in Falmouth, ME and has over 18 years of experience in the finance industry.
Caleb Stephens (CRD# 5878158) is an Investment Advisor Representative working at Lpl Financial LLC in Falmouth, ME and has over 12 years of experience in the finance industry.
Thomas Whyte (CRD# 857632) is an Investment Advisor Representative working at Lpl Financial LLC in Falmouth, ME and has over 31 years of experience in the finance industry.
Elizabeth Williams (CRD# 6971978) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 5 years of experience in the finance industry.
Corey Woodhead (CRD# 3135697) is an Investment Advisor Representative working at Lpl Financial LLC in Falmouth, ME and has over 25 years of experience in the finance industry. Corey Woodhead 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.