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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
Susan John (CRD# 1830060) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 36 years of experience in the finance industry. Susan John 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.
Christopher Keefe (CRD# 1791927) is an Investment Advisor Representative working at Lpl Financial LLC in Kennebunk, ME and has over 36 years of experience in the finance industry.
Scott Kehoe (CRD# 266230) is an Investment Advisor Representative working at Park Avenue Securities LLC in Westbrook, ME and has over 24 years of experience in the finance industry.
Donna Kelly (CRD# 2438463) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Arundel, ME and has over 16 years of experience in the finance industry.
Matthew Krause (CRD# 5739390) is an Investment Advisor Representative working at William J. Krause Cpa, P.c. in Wolfeboro, NH and has 1 year of experience in the finance industry.
William Krause (CRD# 5739378) is an Investment Advisor Representative working at William J. Krause Cpa, P.c. in Wolfeboro, NH and has 1 year of experience in the finance industry.
Andrew Kustas (CRD# 4582589) is an Investment Advisor Representative working at White Pine Investments in Wolfeboro, NH and has over 23 years of experience in the finance industry.
Steven Ladd (CRD# 4735385) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Kennebunk, ME and has over 20 years of experience in the finance industry.
Brian Laing (CRD# 6300363) is an Investment Advisor Representative working at Edward Jones in Wolfeboro Falls, NH and has over 9 years of experience in the finance industry.
James Lamb (CRD# 2313210) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Scarborough, ME and has over 31 years of experience in the finance industry. James Lamb 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.