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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
Vernon Baker (CRD# 2330904) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Farmington, CT and has over 30 years of experience in the finance industry.
Daniel Ballou (CRD# 6005113) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 11 years of experience in the finance industry. Daniel Ballou 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.
Gregory Balogh (CRD# 4407347) is an Investment Advisor Representative working at Park Avenue Securities LLC in Farmington, CT and has over 21 years of experience in the finance industry.
Joseph Bannon (CRD# 3129595) is an Investment Advisor Representative working at Commonwealth Financial Network in Farmington, CT and has over 25 years of experience in the finance industry. Joseph Bannon 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.
Bury Barbier (CRD# 2256489) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 27 years of experience in the finance industry.
Avery Barlow (CRD# 6494775) is an Investment Advisor Representative working at Edward Jones in Avon, CT and has over 7 years of experience in the finance industry.
Thomas Barnes (CRD# 4184922) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Bristol, CT and has over 23 years of experience in the finance industry.
Edward Barry (CRD# 1309864) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Avon, CT and has over 37 years of experience in the finance industry.
Jennifer Barry (CRD# 2620645) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 25 years of experience in the finance industry. Jennifer Barry 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.
John Barry (CRD# 2576952) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 29 years of experience in the finance industry.