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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
William Dinan (CRD# 871788) is an Investment Advisor Representative working at Commonwealth Financial Network in Lenox, MA and has over 30 years of experience in the finance industry.
Robert Donelan (CRD# 1550123) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lenox, MA and has over 7 years of experience in the finance industry.
Trevor Forbes (CRD# 5994373) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has over 12 years of experience in the finance industry.
Russell Gorman (CRD# 4135156) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Lenox, MA and has over 14 years of experience in the finance industry. Russell Gorman 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 Keator (CRD# 2767001) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lenox, MA and has over 27 years of experience in the finance industry.
Frederick Keator (CRD# 2444904) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lenox, MA and has over 30 years of experience in the finance industry.
Matthew Keator (CRD# 2889567) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lenox, MA and has over 25 years of experience in the finance industry.
Sheila Keator (CRD# 723075) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lenox, MA and has over 43 years of experience in the finance industry.
Christopher King (CRD# 1791531) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has over 33 years of experience in the finance industry.
Thomas Malinowski (CRD# 1488636) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has over 35 years of experience in the finance industry.