-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kathryn Vaughn (CRD# 2651296) is an Investment Advisor Representative working at Commonwealth Financial Network in Newton, MA and has over 28 years of experience in the finance industry.
Wei Wang (CRD# 4833881) is an Investment Advisor Representative working at Triple Summit Advisors, LLC in Newton, MA and has over 19 years of experience in the finance industry. Wei Wang 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.
Adam West (CRD# 2441585) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Newton, MA and has over 17 years of experience in the finance industry.
James Wood (CRD# 6484814) is an Investment Advisor Representative working at Insight Financial Strategists in Newton, MA and has over 9 years of experience in the finance industry.
Kelley Bangs (CRD# 5076018) is an Investment Advisor Representative working at Edward Jones in Newton, MA and has over 2 years of experience in the finance industry.
Matthew Barrand (CRD# 7534350) is an Investment Advisor Representative working at Edward Jones in Newton, MA and has 1 year of experience in the finance industry.
Vivian Cam (CRD# 7661008) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Newton, MA and has 1 year of experience in the finance industry.
Joseph Campedelli (CRD# 7545630) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Newton, MA and has 1 year of experience in the finance industry.
Judith Carlson-Wang (CRD# 2623525) is an Investment Advisor Representative working at Edward Jones in Newton, MA and has over 28 years of experience in the finance industry.
Jon Duane (CRD# 7891206) is an Investment Advisor Representative working at Brock Hill Private Advisors in Newton, MA and has 1 year of experience in the finance industry.