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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
Dennis Voigt (CRD# 5813766) is an Investment Advisor Representative working at Bascomb Madison & James Capital Management in Essex Junction, VT and has over 17 years of experience in the finance industry.
Stephen Waite (CRD# 6045241) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Morrisonville, NY and has over 7 years of experience in the finance industry.
Alexander Watson (CRD# 6796716) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has 1 year of experience in the finance industry. Alexander Watson 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.
Roger Webster (CRD# 2075482) is an Investment Advisor Representative working at Mml Investors Services, LLC in Colchester, VT and has over 33 years of experience in the finance industry.
Brigette White (CRD# 2549129) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Burlington, VT and has over 25 years of experience in the finance industry. Brigette White 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.
Jonathan Whitehouse (CRD# 2940110) is an Investment Advisor Representative working at Cuso Financial Services in Saint Albans, VT and has over 26 years of experience in the finance industry.
Amy Wolf (CRD# 7033297) is an Investment Advisor Representative working at Edward Jones in Essex Junction, VT and has over 5 years of experience in the finance industry.
Blair Wolston (CRD# 6719618) is an Investment Advisor Representative working at Equitable Advisors, LLC in Burlington, VT and has over 7 years of experience in the finance industry.
Julie Won (CRD# 2974746) is an Investment Advisor Representative working at Hanson & Doremus Investment Management in Burlington, VT and has over 18 years of experience in the finance industry. Julie Won 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.
Brian Wooten (CRD# 2682588) is an Investment Advisor Representative working at Lpl Financial LLC in Burlington, VT and has over 28 years of experience in the finance industry. Brian Wooten 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.