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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
Joshua Bartlett (CRD# 6628703) is an Investment Advisor Representative working at Granite Bay Wealth Management, LLC in Portsmouth, NH and has over 7 years of experience in the finance industry.
William Barton (CRD# 4033167) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 24 years of experience in the finance industry.
Timothy Bascom (CRD# 5890337) is an Investment Advisor Representative working at Lpl Financial LLC in Somersworth, NH and has over 6 years of experience in the finance industry.
Andrew Batey (CRD# 5372098) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Salem, NH and has over 16 years of experience in the finance industry.
Rachael Bator (CRD# 5785132) is an Investment Advisor Representative working at Lake Street Advisors, LLC in Portsmouth, NH and has 7 years of experience in the finance industry. Rachael Bator 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Paula Baxley (CRD# 6762319) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Portsmouth, NH and has over 6 years of experience in the finance industry.
Emma Bean (CRD# 6279282) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 10 years of experience in the finance industry. Emma Bean 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.
Leah Beattie (CRD# 4862603) is an Investment Advisor Representative working at Veris Wealth Partners, LLC in Portsmouth, NH and has over 19 years of experience in the finance industry.
Carla Beck (CRD# 6438547) is an Investment Advisor Representative working at Edward Jones in Chester, NH and has over 9 years of experience in the finance industry.
David Behenna (CRD# 1455423) is an Investment Advisor Representative working at Tiger Bay Management, Inc. in Portsmouth, NH and has over 35 years of experience in the finance industry.