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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
Kevin Barry (CRD# 1241998) is an Investment Advisor Representative working at Lpl Financial LLC in North Reading, MA and has over 33 years of experience in the finance industry. Kevin Barry 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.
Joyce Curtis (CRD# 1439417) is an Investment Advisor Representative working at Lpl Financial LLC in North Reading, MA and has over 32 years of experience in the finance industry. Joyce Curtis 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.
Gregory Farland (CRD# 3009034) is an Investment Advisor Representative working at Commonwealth Financial Network in North Reading, MA and has over 20 years of experience in the finance industry. Gregory Farland 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.
Dennis Fergusson (CRD# 3058729) is an Investment Advisor Representative working at Commonwealth Financial Network in North Reading, MA and has over 19 years of experience in the finance industry. Dennis Fergusson 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.
Daniel Omogrosso (CRD# 2056015) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in North Reading, MA and has over 27 years of experience in the finance industry.
Richard Spillane (CRD# 2350397) is an Investment Advisor Representative working at Spillane Financial Planning, Inc. in North Reading, MA and has over 24 years of experience in the finance industry. Richard Spillane 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.
Eric Evans (CRD# 2226433) is an Investment Advisor Representative working at Edward Jones in North Reading, MA and has over 25 years of experience in the finance industry.
Michael Gallugi (CRD# 2673052) is an Investment Advisor Representative working at Gallugi Wealth Management, LLC in North Reading, MA and has over 22 years of experience in the finance industry.
Robert Mestjian (CRD# 5447978) is an Investment Advisor Representative working at Commonwealth Financial Network in North Reading, MA and has over 10 years of experience in the finance industry. Robert Mestjian 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.
Erik Olson (CRD# 4000524) is an Investment Advisor Representative working at Commonwealth Financial Network in North Reading, MA and has over 18 years of experience in the finance industry.