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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
Zachary Levine (CRD# 5585848) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester Center, VT and has 1 year of experience in the finance industry.
Elizabeth Lorenz (CRD# 6448704) is an Investment Advisor Representative working at Edward Jones in Keene, NH and has over 3 years of experience in the finance industry.
Jennifer Nelson (CRD# 7096757) is an Investment Advisor Representative working at Edward Jones in Claremont, NH and has over 4 years of experience in the finance industry.
Karen Ogden (CRD# 4844105) is an Investment Advisor Representative working at Envest Asset Management, LLC in Dorset, VT and has over 2 years of experience in the finance industry. Karen Ogden 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.
Meredith Phippen (CRD# 7853740) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has 1 year of experience in the finance industry.
Kayla Rivet (CRD# 7145302) is an Investment Advisor Representative working at Lpl Financial LLC in Claremont, NH and has 1 year of experience in the finance industry.
Brian Royal (CRD# 7096739) is an Investment Advisor Representative working at Edward Jones in Keene, NH and has over 4 years of experience in the finance industry.
Scott Salway (CRD# 7303452) is an Investment Advisor Representative working at Eagle Strategies LLC in Wilmington, VT and has over 3 years of experience in the finance industry.
Michael Sherman (CRD# 4351022) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Manchester, VT and has over 21 years of experience in the finance industry.
Alicia Thomas (CRD# 6877308) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Keene, NH and has over 2 years of experience in the finance industry.