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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
Kathy Alves (CRD# 2154550) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 32 years of experience in the finance industry. Kathy Alves 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.
Joseph Barry (CRD# 13724) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 36 years of experience in the finance industry.
Patrick Barry (CRD# 4579414) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 21 years of experience in the finance industry.
Albert Cordeiro (CRD# 2929402) is an Investment Advisor Representative working at Pinnacle Investments, LLC in New Bedford, MA and has over 26 years of experience in the finance industry.
Diane Diblasi (CRD# 1653065) is an Investment Advisor Representative working at Primerica Advisors in New Bedford, MA and has over 35 years of experience in the finance industry.
Elizabeth Garvey (CRD# 4547708) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 18 years of experience in the finance industry. Elizabeth Garvey 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.
Michael Laliberte (CRD# 2037749) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Bedford, MA and has over 34 years of experience in the finance industry.
Nelson Linhares (CRD# 5317245) is an Investment Advisor Representative working at Primerica Advisors in New Bedford, MA and has over 16 years of experience in the finance industry.
Laurence Lutvak (CRD# 6380499) is an Investment Advisor Representative working at Edward Jones in New Bedford, MA and has over 6 years of experience in the finance industry.
Chad Mello (CRD# 5355726) is an Investment Advisor Representative working at Ccm Investment Management, LLC in New Bedford, MA and has over 15 years of experience in the finance industry.