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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
Allisyn Lambert (CRD# 6690564) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has over 7 years of experience in the finance industry.
Jennifer Lane (CRD# 2472087) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Greenfield, MA and has over 29 years of experience in the finance industry. Jennifer Lane 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.
Jessica Lapollo (CRD# 5844494) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 13 years of experience in the finance industry.
James Long (CRD# 5272485) is an Investment Advisor Representative working at Edward Jones in Peterborough, NH and has over 17 years of experience in the finance industry.
John Macdougall (CRD# 1765400) is an Investment Advisor Representative working at Commonwealth Financial Network in Northfield, MA and has over 16 years of experience in the finance industry.
Jahan Manasseh (CRD# 6428319) is an Investment Advisor Representative working at Edward Jones in Hubbardston, MA and has over 9 years of experience in the finance industry.
Michael Mandracchia (CRD# 862751) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has over 27 years of experience in the finance industry.
Keith Mansfield (CRD# 3198113) is an Investment Advisor Representative working at Lpl Financial LLC in Keene, NH and has over 25 years of experience in the finance industry.
Wendy S. Marsden (CRD# 6596601) is an Investment Advisor Representative working at Prosperitea Planning in Greenfield, MA and has 1 year of experience in the finance industry. Wendy S. Marsden 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.
David Mason (CRD# 6827785) is an Investment Advisor Representative working at Edward Jones in Athol, MA and has over 6 years of experience in the finance industry.