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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
Gail Conley (CRD# 1901949) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, ME and has over 7 years of experience in the finance industry.
Robert Corey (CRD# 4482727) is an Investment Advisor Representative working at Stewardship Financial Plainning, LLC in Readfield, ME and has 1 year of experience in the finance industry. Robert Corey 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.
Tracy Cunning (CRD# 4120317) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manchester, ME and has over 5 years of experience in the finance industry.
Kenneth Daley (CRD# 1835993) is an Investment Advisor Representative working at Azimuth Capital Management, LLC in Winthrop, ME and has over 15 years of experience in the finance industry.
Randall Dean (CRD# 6665693) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, ME and has over 7 years of experience in the finance industry.
Steven Dean (CRD# 2759263) is an Investment Advisor Representative working at Lpl Financial LLC in Jay, ME and has over 25 years of experience in the finance industry.
Jeffrey Delisle (CRD# 2641188) is an Investment Advisor Representative working at Horace Mann Investors, Inc. in Augusta, ME and has over 7 years of experience in the finance industry.
Kirk Doyle (CRD# 5979247) is an Investment Advisor Representative working at Edward Jones in Farmington, ME and has over 11 years of experience in the finance industry.
Sarah Dunckel (CRD# 4252941) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Augusta, ME and has over 23 years of experience in the finance industry.
John Duval (CRD# 1338268) is an Investment Advisor Representative working at Kelly & Associates, LLC in Manchester, ME and has over 39 years of experience in the finance industry.