-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
John Connolly (CRD# 4241146) is an Investment Advisor Representative working at Lpl Financial LLC in Yarmouth, ME and has over 18 years of experience in the finance industry.
Robert Corey (CRD# 4482727) is an Investment Advisor Representative working at Stewardship Financial Plainning, LLC in Readfield, ME and has 1 year of experience in the finance industry. Robert Corey 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.
Leslie Couper (CRD# 4342547) is an Investment Advisor Representative working at Commonwealth Financial Network in Falmouth, ME and has over 23 years of experience in the finance industry. Leslie Couper 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.
Tracy Cunning (CRD# 4120317) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manchester, ME and has over 5 years of experience in the finance industry.
Trent Cunningham (CRD# 4841151) is an Investment Advisor Representative working at Key Investment Services LLC in Windham, ME and has over 19 years of experience in the finance industry.
Leigh Daggett (CRD# 2716513) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cumberland Foreside, ME and has over 25 years of experience in the finance industry.
Robert Daggett (CRD# 59780) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cumberland Foreside, ME and has over 34 years of experience in the finance industry. Robert Daggett 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.
Kenneth Daley (CRD# 1835993) is an Investment Advisor Representative working at Azimuth Capital Management, LLC in Winthrop, ME and has over 15 years of experience in the finance industry.
Jon-wesley Davis (CRD# 5816745) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Auburn, ME and has over 14 years of experience in the finance industry.
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.