-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kelly Luethje (CRD# 6425128) is an Investment Advisor Representative working at Willow Planning Group, LLC in Holderness, NH and has over 9 years of experience in the finance industry. Kelly Luethje 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 Maloney (CRD# 4556149) is an Investment Advisor Representative working at Squam Lakes Financial Advisors, LLC in Holderness, NH and has 32 years of experience in the finance industry.
Lawrence Dwight (CRD# 7110348) is an Investment Advisor Representative working at Dwight Investment Counsel in Holderness, NH and has over 6 years of experience in the finance industry.
Shawn-christine Adjutant (CRD# 4761331) is an Investment Advisor Representative working at Edward Jones in North Conway, NH and has over 20 years of experience in the finance industry.
Donald Albiston (CRD# 1132965) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Ashland, NH and has over 26 years of experience in the finance industry.
Brandon Archibald (CRD# 5831079) is an Investment Advisor Representative working at The Ivy League Advisory Group, LLC in Tilton, NH and has over 13 years of experience in the finance industry.
Joel Arsenault (CRD# 5027340) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gilford, NH and has over 15 years of experience in the finance industry.
Bonnie Aves (CRD# 2394247) is an Investment Advisor Representative working at Hepworth Equity Partners, LLC in Wolfeboro, NH and has over 29 years of experience in the finance industry.
Roy Ballentine (CRD# 1100859) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 39 years of experience in the finance industry. Roy Ballentine 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 Barrell (CRD# 13336) is an Investment Advisor Representative working at Barrell Investment Group, Inc. in Georges Mills, NH and has over 37 years of experience in the finance industry.