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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
David Brady (CRD# 2191009) is an Investment Advisor Representative working at Gradient Wealth Management in Greenfield, MA and has over 32 years of experience in the finance industry.
Ryan Brassard (CRD# 5210371) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Springfield, MA and has over 16 years of experience in the finance industry.
Michael Briggs (CRD# 5758038) is an Investment Advisor Representative working at Mml Investors Services, LLC in Holyoke, MA and has over 13 years of experience in the finance industry.
Ronald Briggs (CRD# 1766508) is an Investment Advisor Representative working at Next Financial Group, Inc. in East Longmeadow, MA and has over 36 years of experience in the finance industry.
Eric Bright (CRD# 4592183) is an Investment Advisor Representative working at Pennyfarthing Investment Management, LLC in Belchertown, MA and has 1 year of experience in the finance industry.
Patrick Bullis (CRD# 5733997) is an Investment Advisor Representative working at Avantax Advisory Services in Athol, MA and has over 14 years of experience in the finance industry.
James Calabrese (CRD# 2750982) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Springfield, MA and has over 27 years of experience in the finance industry.
Sylvia Callan (CRD# 3130489) is an Investment Advisor Representative working at St. Germain Investment Management in Springfield, MA and has over 25 years of experience in the finance industry.
Gaetano Cannata (CRD# 2575202) is an Investment Advisor Representative working at Money Concepts Advisory Service in Feeding Hills, MA and has over 29 years of experience in the finance industry.
Nicholas Cantrell (CRD# 5362436) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Northampton, MA and has over 16 years of experience in the finance industry. Nicholas Cantrell 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.