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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
Jeffrey Brown (CRD# 1789323) is an Investment Advisor Representative working at Brown Advisory Group, LLC in East Providence, RI and has over 35 years of experience in the finance industry. Jeffrey Brown 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.
Sean Brown (CRD# 1965352) is an Investment Advisor Representative working at Commonwealth Financial Network in Norwell, MA and has over 34 years of experience in the finance industry.
Stephen Brown (CRD# 2652011) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Barrington, RI and has over 28 years of experience in the finance industry.
Matthew Bruce (CRD# 2817030) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Middleboro, MA and has over 27 years of experience in the finance industry.
Thomas Bryan (CRD# 4963393) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Providence, RI and has over 18 years of experience in the finance industry.
Krystal Buckley (CRD# 5478009) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Providence, RI and has over 11 years of experience in the finance industry.
Tara Budlong (CRD# 4382596) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 13 years of experience in the finance industry.
Kimball Bullard (CRD# 3218049) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Providence, RI and has over 24 years of experience in the finance industry.
Maureen Burgess (CRD# 4895526) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mansfield, MA and has over 19 years of experience in the finance industry. Maureen Burgess 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.
Timothy Burgess (CRD# 4766422) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mansfield, MA and has over 20 years of experience in the finance industry.