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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
Timothy Urban (CRD# 3129473) is an Investment Advisor Representative working at Lpl Financial LLC in Kennebunk, ME and has over 25 years of experience in the finance industry. Timothy Urban 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.
Eric Wasson (CRD# 2302441) is an Investment Advisor Representative working at Lpl Financial LLC in Dover, NH and has over 31 years of experience in the finance industry. Eric Wasson 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.
David Whitney (CRD# 5633596) is an Investment Advisor Representative working at Prudential Financial Planning Services in Dover, NH and has over 15 years of experience in the finance industry.
Leslie Whitney (CRD# 1237514) is an Investment Advisor Representative working at Fiducient Advisors LLC in Kennebunk, ME and has over 28 years of experience in the finance industry.
Andrea Williamson (CRD# 4153228) is an Investment Advisor Representative working at Edward Jones in Kennebunk, ME and has over 23 years of experience in the finance industry.
Christy Alvord (CRD# 7223067) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Ossipee, NH and has over 3 years of experience in the finance industry.
David Bochichio (CRD# 7787797) is an Investment Advisor Representative working at Edward Jones in Gilford, NH and has 1 year of experience in the finance industry.
Irene Bowen (CRD# 6875849) is an Investment Advisor Representative working at Edward Jones in York, ME and has 1 year of experience in the finance industry.
Christina Bradbury (CRD# 7819804) is an Investment Advisor Representative working at The Foundry Financial Group, Inc. in Gilmanton, NH and has 1 year of experience in the finance industry. Christina Bradbury 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.
Randall Briolat (CRD# 7503982) is an Investment Advisor Representative working at Edward Jones in Rochester, NH and has over 2 years of experience in the finance industry.