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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
Richard Jacobs (CRD# 5939286) is an Investment Advisor Representative working at Edward Jones in Morrisville, VT and has over 12 years of experience in the finance industry.
Alexandra Johns (CRD# 5198161) is an Investment Advisor Representative working at Wells Fargo Advisors in Barre, VT and has over 6 years of experience in the finance industry.
David Johns (CRD# 2811191) is an Investment Advisor Representative working at Wells Fargo Advisors in Barre, VT and has over 27 years of experience in the finance industry.
George Kress (CRD# 4496647) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in Lake Elmore, VT and has 1 year of experience in the finance industry.
Keith Lacroix (CRD# 6878354) is an Investment Advisor Representative working at Edward Jones in Barre, VT and has over 6 years of experience in the finance industry.
Howard Levine (CRD# 2737233) is an Investment Advisor Representative working at Continuum Advisory, LLC in Stowe, VT and has over 27 years of experience in the finance industry.
Gary Link (CRD# 2703651) is an Investment Advisor Representative working at Red Lighthouse Investment Management, LLC in Warren, VT and has over 12 years of experience in the finance industry. Gary Link 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.
Adam Lory (CRD# 6878446) is an Investment Advisor Representative working at Edward Jones in Stowe, VT and has over 6 years of experience in the finance industry.
Malissa Marshall (CRD# 6855567) is an Investment Advisor Representative working at Soaring Wealth LLC in Bristol, VT and has 1 year of experience in the finance industry. Malissa Marshall 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.
Caren Merson (CRD# 5658415) is an Investment Advisor Representative working at Edward Jones in Stowe, VT and has over 14 years of experience in the finance industry.