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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
Kevin Barry (CRD# 2243346) is an Investment Advisor Representative working at Lpl Financial LLC in Beverly, MA and has over 31 years of experience in the finance industry.
Patricia Beckwith (CRD# 1317644) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Beverly, MA and has over 39 years of experience in the finance industry. Patricia Beckwith 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.
Brandon Bergstrom (CRD# 2887425) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly, MA and has over 26 years of experience in the finance industry.
Bailey Bishop (CRD# 2141055) is an Investment Advisor Representative working at Eagle Strategies LLC in Beverly, MA and has over 7 years of experience in the finance industry.
Johnathan Breen (CRD# 6314805) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Beverly, MA and has over 9 years of experience in the finance industry.
Charles Brown (CRD# 1833265) is an Investment Advisor Representative working at Commonwealth Financial Network in Beverly, MA and has over 35 years of experience in the finance industry.
Jonathan Brown (CRD# 5050687) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly, MA and has over 18 years of experience in the finance industry.
Thomas Burger (CRD# 35526) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Beverly, MA and has over 41 years of experience in the finance industry. Thomas Burger 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.
Darin Byrne (CRD# 6157426) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly, MA and has over 11 years of experience in the finance industry.
Peter Callas (CRD# 5592961) is an Investment Advisor Representative working at Commonwealth Financial Network in Beverly, MA and has over 15 years of experience in the finance industry.