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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
Joseph Bragdon (CRD# 7820520) is an Investment Advisor Representative working at Montis Financial, LLC in Woodstock, VT and has 1 year of experience in the finance industry.
Liam Connolly (CRD# 7806091) is an Investment Advisor Representative working at Edward Jones in Randolph, VT and has 1 year of experience in the finance industry.
Leif Daulaire (CRD# 7158572) is an Investment Advisor Representative working at Wadsworth & Daulaire Financial Planners in Hanover, NH and has over 4 years of experience in the finance industry. Leif Daulaire 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.
Dana Duellman (CRD# 6940061) is an Investment Advisor Representative working at Wells Fargo Advisors in Hanover, NH and has over 4 years of experience in the finance industry.
David Ely (CRD# 2223706) is an Investment Advisor Representative working at Sugar Hill Advisors, LLC in Enfield, NH and has over 31 years of experience in the finance industry. David Ely 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.
Michael Hemingway (CRD# 7070257) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 5 years of experience in the finance industry.
Gregory Kerr (CRD# 5349868) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New London, NH and has over 16 years of experience in the finance industry.
Douglas Loudon (CRD# 312969) is an Investment Advisor Representative working at Loudon Investment Management, LLC in West Lebanon, NH and has over 34 years of experience in the finance industry.
Deborah Maher (CRD# 7429053) is an Investment Advisor Representative working at Otto & Associates, Inc. in Norwich, VT and has 1 year of experience in the finance industry. Deborah Maher 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.
Daniel Maydwell (CRD# 7405857) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 2 years of experience in the finance industry.