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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
Joshua Bartlett (CRD# 6628703) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 7 years of experience in the finance industry.
Robert Bartley (CRD# 3070452) is an Investment Advisor Representative working at Bartley Financial Advisors, LLC in Bedford, NH and has over 25 years of experience in the finance industry. Robert Bartley 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.
William Barton (CRD# 4033167) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 24 years of experience in the finance industry.
David Basile (CRD# 848449) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Danvers, MA and has over 40 years of experience in the finance industry.
Andrew Batey (CRD# 5372098) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salem, NH and has over 16 years of experience in the finance industry.
Rachael Bator (CRD# 5785132) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has 7 years of experience in the finance industry. Rachael Bator 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Richard Batten (CRD# 872865) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Danvers, MA and has over 39 years of experience in the finance industry.
Warren Baum (CRD# 2263581) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in North Billerica, MA and has over 31 years of experience in the finance industry.
Matthew Bausch (CRD# 5741393) is an Investment Advisor Representative working at Commonwealth Financial Network in Wilmington, MA and has over 5 years of experience in the finance industry.
Paula Baxley (CRD# 6762319) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Portsmouth, NH and has over 7 years of experience in the finance industry.