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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
Melinda Davis (CRD# 2859112) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Auburn, ME and has over 24 years of experience in the finance industry. Melinda Davis 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.
Tara Davis (CRD# 5452181) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Auburn, ME and has over 16 years of experience in the finance industry.
Jeffrey Delisle (CRD# 2641188) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Augusta, ME and has over 7 years of experience in the finance industry.
Lynn Denucci (CRD# 2313403) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Harrison, ME and has over 31 years of experience in the finance industry.
Katherine Dolan (CRD# 4873690) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cumberland Foreside, ME and has over 5 years of experience in the finance industry.
Avard Dow (CRD# 71115) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 29 years of experience in the finance industry.
Clifford Dow (CRD# 2110151) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 33 years of experience in the finance industry.
Michael Dow (CRD# 2161466) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 32 years of experience in the finance industry.
Russell Dow (CRD# 2082577) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 33 years of experience in the finance industry.
William Dow (CRD# 2157734) is an Investment Advisor Representative working at Bolton Global Asset Management in Falmouth, ME and has over 32 years of experience in the finance industry. William Dow 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.