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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
Lloyd Hall (CRD# 6894502) is an Investment Advisor Representative working at Samara Financial, Inc. in Portland, ME and has over 6 years of experience in the finance industry.
Philip Hamilton (CRD# 2826524) is an Investment Advisor Representative working at Diablo Vista Capital, LLC in Portland, ME and has over 27 years of experience in the finance industry.
Michael Lee (CRD# 1022586) is an Investment Advisor Representative working at Next Financial Group, Inc. in Denmark, ME and has over 37 years of experience in the finance industry.
Kelly Luethje (CRD# 6425128) is an Investment Advisor Representative working at Willow Planning Group, LLC in Holderness, NH and has over 9 years of experience in the finance industry. Kelly Luethje 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.
John Macdonald (CRD# 1432428) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Conway, NH and has over 38 years of experience in the finance industry.
Robert Maloney (CRD# 4556149) is an Investment Advisor Representative working at Squam Lakes Financial Advisors, LLC in Holderness, NH and has 32 years of experience in the finance industry.
Susan McBournie (CRD# 6585407) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Moultonborough, NH and has over 8 years of experience in the finance industry.
Celeste Monaghan (CRD# 5153893) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Moultonborough, NH and has over 15 years of experience in the finance industry.
Jessica Putnam (CRD# 5926482) is an Investment Advisor Representative working at Edward Jones in Bridgton, ME and has over 5 years of experience in the finance industry.
Linda Sjostrom (CRD# 2102722) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gorham, NH and has over 33 years of experience in the finance industry.