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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
Thomas Bacon (CRD# 1957332) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Hudson, MA and has over 34 years of experience in the finance industry.
Joseph Bakaysa (CRD# 5427559) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Shrewsbury, MA and has over 11 years of experience in the finance industry.
Dylan Baker (CRD# 6232908) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Nashua, NH and has over 10 years of experience in the finance industry.
Pamela Bakos (CRD# 1284479) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 39 years of experience in the finance industry.
Samuel Baldwin (CRD# 4023974) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sudbury, MA and has over 24 years of experience in the finance industry. Samuel Baldwin 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.
James Ball (CRD# 1237625) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 39 years of experience in the finance industry.
Felipe Ballestas (CRD# 2461019) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 23 years of experience in the finance industry.
Miguel Ballestas (CRD# 1638753) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 34 years of experience in the finance industry.
Kevin Barbosa (CRD# 5229535) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 17 years of experience in the finance industry.
James Barrett (CRD# 6167360) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry. James Barrett 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.