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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
Katy Carr (CRD# 4494146) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 21 years of experience in the finance industry.
Matthew Carr (CRD# 2938682) is an Investment Advisor Representative working at Commonwealth Financial Network in Portland, ME and has over 26 years of experience in the finance industry.
Nathaniel Cary (CRD# 2733596) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 28 years of experience in the finance industry.
Sara Casale (CRD# 6596420) is an Investment Advisor Representative working at Cornerstone Financial Planning, LLC in Portland, ME and has over 8 years of experience in the finance industry. Sara Casale 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.
Louis Catone (CRD# 5804080) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 12 years of experience in the finance industry.
Timothy Cavanaugh (CRD# 1484445) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portsmouth, NH and has over 37 years of experience in the finance industry.
Todd Cesca (CRD# 4187446) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 23 years of experience in the finance industry.
Andrew Chace (CRD# 5287152) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portsmouth, NH and has over 17 years of experience in the finance industry. Andrew Chace 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 Chambers (CRD# 3036161) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Scarborough, ME and has over 25 years of experience in the finance industry.
Samuel Chaplin (CRD# 7053342) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has over 5 years of experience in the finance industry.