-
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
Alan Simpson (CRD# 2567783) is an Investment Advisor Representative working at Simpson Investment Counsel in Lexington, MA and has over 28 years of experience in the finance industry.
John Slupski (CRD# 4525266) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has 1 year of experience in the finance industry. John Slupski 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.
Kacey Smith (CRD# 2805017) is an Investment Advisor Representative working at Commonwealth Financial Network in Lexington, MA and has over 24 years of experience in the finance industry.
Rand Spero (CRD# 5491796) is an Investment Advisor Representative working at Street Smart Financial, LLC in Lexington, MA and has 1 year of experience in the finance industry. Rand Spero 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.
Philip Stone (CRD# 4914709) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, MA and has over 22 years of experience in the finance industry.
William Sturges (CRD# 2640931) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, MA and has over 28 years of experience in the finance industry.
Randall Tavilla (CRD# 4536334) is an Investment Advisor Representative working at Mwa Asset Management in Lexington, MA and has over 21 years of experience in the finance industry.
Michael Tucci (CRD# 2955162) is an Investment Advisor Representative working at Hightower Advisors, LLC in Lexington, MA and has over 26 years of experience in the finance industry.
Jeffrey White (CRD# 465128) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has over 43 years of experience in the finance industry. Jeffrey White 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.
Brian Yurovich (CRD# 6315625) is an Investment Advisor Representative working at Edward Jones in Lexington, MA and has over 9 years of experience in the finance industry.