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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
Scott Beckman (CRD# 4165631) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Lebanon, NH and has over 17 years of experience in the finance industry.
Andrew Beresford (CRD# 5303702) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 17 years of experience in the finance industry.
Robert Bizek (CRD# 1163641) is an Investment Advisor Representative working at Summit Investments LLC in Dorset, VT and has over 40 years of experience in the finance industry.
David Bogonovich (CRD# 4553947) is an Investment Advisor Representative working at Centurion Wealth Management in Dorset, VT and has 1 year of experience in the finance industry.
Sally Boyle (CRD# 1026790) is an Investment Advisor Representative working at Sj Boyle Wealth Planning, LLC in Hanover, NH and has over 42 years of experience in the finance industry. Sally Boyle 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.
Katherine Brady (CRD# 5477795) is an Investment Advisor Representative working at Commonwealth Financial Network in Rutland, VT and has over 7 years of experience in the finance industry. Katherine Brady 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.
John Brendel (CRD# 1804805) is an Investment Advisor Representative working at Brendel Financial Advisors LLC in Hanover, NH and has over 35 years of experience in the finance industry.
Pamela Brileya (CRD# 2551741) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 22 years of experience in the finance industry.
Sarah Brookes-Governo (CRD# 5062978) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 17 years of experience in the finance industry.
Andrew Callaghan (CRD# 1914744) is an Investment Advisor Representative working at American Trust Investment Advisors, LLC in Lebanon, NH and has over 35 years of experience in the finance industry.