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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
Stephen Asendorf (CRD# 1018543) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Falmouth, MA and has over 42 years of experience in the finance industry.
Adam Avila (CRD# 6124928) is an Investment Advisor Representative working at Pallas Capital Advisors, LLC in Newport, RI and has over 11 years of experience in the finance industry.
William Avril (CRD# 1203982) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norton, MA and has over 40 years of experience in the finance industry.
Karen Bacon (CRD# 2410249) is an Investment Advisor Representative working at Diversified Resources, LLC in Warwick, RI and has over 22 years of experience in the finance industry. Karen Bacon 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.
Kirsten Bagaglia (CRD# 6544757) is an Investment Advisor Representative working at Commonwealth Financial Network in East Providence, RI and has over 8 years of experience in the finance industry.
Stuart Baker (CRD# 1080467) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Plymouth, MA and has over 40 years of experience in the finance industry.
Tracy Baker (CRD# 4000665) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fall River, MA and has over 24 years of experience in the finance industry.
Michael Baldwin (CRD# 1658183) is an Investment Advisor Representative working at Baldwin Brothers LLC in Marion, MA and has 1 year of experience in the finance industry.
Andrew Ball (CRD# 6509207) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sandwich, MA and has over 8 years of experience in the finance industry.
John Banks (CRD# 2328839) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Edgartown, MA and has over 31 years of experience in the finance industry.