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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
Kevin Theissen (CRD# 3228847) is an Investment Advisor Representative working at Hwc Financial in Ludlow, VT and has over 15 years of experience in the finance industry.
Todd Walker (CRD# 4781913) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Wells, VT and has over 19 years of experience in the finance industry.
Adam Walsh (CRD# 2371045) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 30 years of experience in the finance industry.
James Williams (CRD# 4806982) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has over 19 years of experience in the finance industry. James Williams 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.
Stephen Lulla (CRD# 1365623) is an Investment Advisor Representative working at Maidstone Wealth Management, LLC in Cambridge, NY and has over 6 years of experience in the finance industry.
Sherman Baker (CRD# 2594658) is an Investment Advisor Representative working at Commonwealth Financial Network in Hoosick Falls, NY and has over 29 years of experience in the finance industry.
Claudia Cedrone (CRD# 6364402) is an Investment Advisor Representative working at Edward Jones in Granville, NY and has over 4 years of experience in the finance industry.
Peter Christenson (CRD# 7230813) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 3 years of experience in the finance industry.
James Coleman (CRD# 1662939) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manchester Center, VT and has 1 year of experience in the finance industry.
Caralee Kennedy (CRD# 7073448) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 4 years of experience in the finance industry.