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Distance Only Needham, MA
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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
Amy Lampert (CRD# 301248) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 44 years of experience in the finance industry.
Paul Lane (CRD# 5801847) is an Investment Advisor Representative working at Armstrong Advisory Group Inc. in Needham, MA and has over 10 years of experience in the finance industry. Paul Lane 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.
Nathan Law (CRD# 5562863) is an Investment Advisor Representative working at Commonwealth Financial Network in Needham, MA and has over 14 years of experience in the finance industry. Nathan Law 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.
Peter Leddy (CRD# 4757902) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 20 years of experience in the finance industry.
William Lefavor (CRD# 5042095) is an Investment Advisor Representative working at Stage Harbor Financial in Needham, MA and has over 18 years of experience in the finance industry. William Lefavor 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.
Bruce Levine (CRD# 4453763) is an Investment Advisor Representative working at First Needham Investments, Inc. in Needham, MA and has over 24 years of experience in the finance industry.
Benjamin Levy (CRD# 6826195) is an Investment Advisor Representative working at Freeman Financial LLC in Needham, MA and has over 8 years of experience in the finance industry.
David Levy (CRD# 2269149) is an Investment Advisor Representative working at Freeman Financial LLC in Needham, MA and has over 31 years of experience in the finance industry.
Gregory Lewis (CRD# 4764292) is an Investment Advisor Representative working at Pinnacle Pension Consultants LLC in Needham, MA and has over 18 years of experience in the finance industry.
Boris Lokshin (CRD# 2665396) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 28 years of experience in the finance industry.