Distance Metro area (25 miles)
- 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
Ronald Kent (CRD# 728447) is an Investment Advisor Representative working at Spinnaker Asset Management Inc. in Warwick, RI and has over 36 years of experience in the finance industry. This firm specializes in portfolio design, equity and fixed income strategies, investment management and financial planning and counselling.
Mark Williams (CRD# 1915541) is an Investment Advisor Representative working at Commonwealth Financial Network in Newport, RI and has over 28 years of experience in the finance industry. Mark Williams 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.
Athol Cochrane (CRD# 1945108) is an Investment Advisor Representative working at Prudential Financial Planning Services in Newport, RI and has over 25 years of experience in the finance industry.