-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Christa Canavan (CRD# 1352882) is an Investment Advisor Representative working at Commonwealth Financial Network in Medway, MA and has over 38 years of experience in the finance industry.
Michael Damon (CRD# 4501030) is an Investment Advisor Representative working at Eagle Strategies LLC in Medway, MA and has over 20 years of experience in the finance industry.
Brian Dillon (CRD# 1199443) is an Investment Advisor Representative working at Sandhill Investment Management in Medway, MA and has over 14 years of experience in the finance industry.
Brian Maxfield (CRD# 3046156) is an Investment Advisor Representative working at Richardson Financial Services in Medway, MA and has over 25 years of experience in the finance industry.
Clinton McHoul (CRD# 5272536) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Medway, MA and has over 16 years of experience in the finance industry. Clinton McHoul 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.
Edward Pitts (CRD# 2394485) is an Investment Advisor Representative working at Richardson Financial Services in Medway, MA and has over 30 years of experience in the finance industry. Edward Pitts 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.
Steven Richardson (CRD# 2774988) is an Investment Advisor Representative working at Richardson Financial Services in Medway, MA and has over 27 years of experience in the finance industry.
Alexi Sacco (CRD# 6069510) is an Investment Advisor Representative working at Spire Wealth Management, LLC in Medway, MA and has over 10 years of experience in the finance industry.
Marcus Miller (CRD# 7339646) is an Investment Advisor Representative working at Mainstay Capital in Middleburg, FL and has 7 years of experience in the finance industry. Marcus Miller 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 31 years of experience in the finance industry.