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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
Roy Ballentine (CRD# 1100859) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 39 years of experience in the finance industry. Roy Ballentine 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.
Scott Barker (CRD# 1826578) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Scarborough, ME and has over 32 years of experience in the finance industry.
Justin Beauregard (CRD# 5746313) is an Investment Advisor Representative working at Blue Point Financial, Inc. in Scarborough, ME and has over 14 years of experience in the finance industry. Justin Beauregard 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.
Thomas Biegel (CRD# 5291049) is an Investment Advisor Representative working at Black Brook Financial Planning in Gorham, ME and has over 18 years of experience in the finance industry.
David Bilodeau (CRD# 1394527) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Portland, ME and has over 31 years of experience in the finance industry.
Steven Blanchard (CRD# 1023726) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westbrook, ME and has over 28 years of experience in the finance industry.
Jeffrey Bonney (CRD# 1995187) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kennebunk, ME and has over 33 years of experience in the finance industry.
Suzanne Bourgault (CRD# 2858784) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portland, ME and has over 27 years of experience in the finance industry.
Lisa Brislin (CRD# 3260935) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Scarborough, ME and has over 24 years of experience in the finance industry.
Valerie Brown (CRD# 5123562) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 18 years of experience in the finance industry.