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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
Bree Barletto (CRD# 3086946) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Roslindale, MA and has over 25 years of experience in the finance industry.
David Barlow (CRD# 4948712) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 18 years of experience in the finance industry.
Shawn Barnum (CRD# 6013419) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Williamsville, NY and has over 12 years of experience in the finance industry.
Joy Baron (CRD# 1787868) is an Investment Advisor Representative working at Osaic Wealth, Inc. in North Andover, MA and has over 36 years of experience in the finance industry.
Christopher Barone (CRD# 6198167) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Norwood, MA and has over 9 years of experience in the finance industry.
James Barrett (CRD# 6167360) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry. James Barrett 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.
Robert Barrette (CRD# 2172288) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 32 years of experience in the finance industry.
Mark Barron (CRD# 2335388) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 27 years of experience in the finance industry.
Mark Barry (CRD# 6121326) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 11 years of experience in the finance industry.
Michael Barry (CRD# 1102653) is an Investment Advisor Representative working at Eagle Strategies LLC in Walpole, MA and has over 39 years of experience in the finance industry.