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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
Daren Kelley (CRD# 5686713) is an Investment Advisor Representative working at Avantax Advisory Services in Bangor, ME and has over 14 years of experience in the finance industry.
David Krech (CRD# 275272) is an Investment Advisor Representative working at Lpl Financial LLC in Bangor, ME and has over 15 years of experience in the finance industry.
Karen Lamberton (CRD# 2236954) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bangor, ME and has over 24 years of experience in the finance industry.
Andrew Laslie (CRD# 4223257) is an Investment Advisor Representative working at Vancegray Wealth Management, Inc. in Bangor, ME and has over 8 years of experience in the finance industry. Andrew Laslie 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.
Bowen Leary (CRD# 6339343) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bangor, ME and has over 7 years of experience in the finance industry. Bowen Leary 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.
Wesley Leighton (CRD# 6460784) is an Investment Advisor Representative working at Means Wealth Management in Bangor, ME and has over 8 years of experience in the finance industry.
Laura Lommler (CRD# 6868199) is an Investment Advisor Representative working at Edward Jones in Bangor, ME and has over 6 years of experience in the finance industry.
Christopher Marshall (CRD# 5610215) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Bangor, ME and has over 15 years of experience in the finance industry.
Jodi McCarthy (CRD# 2470303) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bangor, ME and has over 24 years of experience in the finance industry.
Robert McKay (CRD# 2064582) is an Investment Advisor Representative working at Lpl Financial LLC in Bangor, ME and has over 25 years of experience in the finance industry.