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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
Kathleen Sweeney (CRD# 4897105) is an Investment Advisor Representative working at Lpl Financial LLC in Center Harbor, NH and has over 19 years of experience in the finance industry.
Nicholas Trudel (CRD# 6738513) is an Investment Advisor Representative working at Edward Jones in Gilford, NH and has over 7 years of experience in the finance industry.
Kimberly Volk (CRD# 5946969) is an Investment Advisor Representative working at Maine Advisory Associates in Portland, ME and has over 10 years of experience in the finance industry.
Benjamin Wilson (CRD# 5688996) is an Investment Advisor Representative working at Edward Jones in Laconia, NH and has over 14 years of experience in the finance industry.
Elizabeth Winfeld (CRD# 5878076) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Portland, ME and has over 13 years of experience in the finance industry.
Roger Woodman Jr. (CRD# 4527885) is an Investment Advisor Representative working at Roger F. Woodman Jr. & Company in Portland, ME and has over 22 years of experience in the finance industry.
Joshua Allen (CRD# 6767997) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 3 years of experience in the finance industry.
Christy Alvord (CRD# 7223067) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ossipee, NH and has over 3 years of experience in the finance industry.
Sarah Anderson (CRD# 7115768) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Laconia, NH and has over 3 years of experience in the finance industry.
David Bochichio (CRD# 7787797) is an Investment Advisor Representative working at Edward Jones in Gilford, NH and has 1 year of experience in the finance industry.