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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
Douglas Greene (CRD# 4533447) is an Investment Advisor Representative working at Greene & Company Financial Services LLC in Moultonborough, NH and has over 20 years of experience in the finance industry.
Donald Hannigan (CRD# 1300287) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Plymouth, NH and has over 39 years of experience in the finance industry.
Gerard Jones (CRD# 4488124) is an Investment Advisor Representative working at Gerard Asset Management, LLC in Waterford, VT and has 1 year of experience in the finance industry.
Kelly Luethje (CRD# 6425128) is an Investment Advisor Representative working at Willow Planning Group, LLC in Holderness, NH and has over 9 years of experience in the finance industry. Kelly Luethje 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 Macpherson (CRD# 6579851) is an Investment Advisor Representative working at Nintai Investments LLC in Warren, NH and has over 8 years of experience in the finance industry.
Robert Maloney (CRD# 4556149) is an Investment Advisor Representative working at Squam Lakes Financial Advisors, LLC in Holderness, NH and has 32 years of experience in the finance industry.
Susan McBournie (CRD# 6585407) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Moultonborough, NH and has over 8 years of experience in the finance industry.
Bruce McLaren (CRD# 3029115) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Sugar Hill, NH and has over 25 years of experience in the finance industry.
Celeste Monaghan (CRD# 5153893) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Moultonborough, NH and has over 15 years of experience in the finance industry.
Kevin Obrien (CRD# 815716) is an Investment Advisor Representative working at Creative Financial Strategies, Inc. in Littleton, NH and has over 31 years of experience in the finance industry.