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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
Steven Burnett (CRD# 4458946) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has over 20 years of experience in the finance industry.
Elizabeth Catlin (CRD# 5055860) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 18 years of experience in the finance industry. Elizabeth Catlin 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.
Daniel Chabott (CRD# 2628356) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Northfield, MA and has over 28 years of experience in the finance industry.
Marc Chareth (CRD# 2237057) is an Investment Advisor Representative working at Edward Jones in Milford, NH and has over 31 years of experience in the finance industry.
Jason Cillo (CRD# 6214681) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in Milford, NH and has over 10 years of experience in the finance industry.
Christine Clinton-Catlin (CRD# 5055870) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 18 years of experience in the finance industry.
Mark Collier (CRD# 5487204) is an Investment Advisor Representative working at Edward Jones in Townsend, MA and has over 15 years of experience in the finance industry.
Debra Cox (CRD# 2181917) is an Investment Advisor Representative working at Primerica Advisors in Springfield, VT and has over 32 years of experience in the finance industry.
Patrick Curtin (CRD# 4036490) is an Investment Advisor Representative working at Triad Advisors, LLC in Peterborough, NH and has over 24 years of experience in the finance industry.
Nicholas Davis (CRD# 6150024) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in New Ipswich, NH and has over 11 years of experience in the finance industry.