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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
Emily Dunford (CRD# 6388022) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 9 years of experience in the finance industry. Emily Dunford 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.
Ron Elliard (CRD# 6366977) is an Financal Advisor working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Concord, NH and has been in the business and finance industry for 20+ years.
As a Merrill Lynch Financial Advisor concentrating in family owned businesses and individual wealth, I offer exclusive access to industry-leading investment banking, financial strategies and execution to high net-worth individuals and business owners. My value to clients contemplating the sale, recapitalization, succession or divestiture of their business cannot be understated. With over 20 years of...
Jennifer Elliott (CRD# 3013567) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Concord, NH and has over 25 years of experience in the finance industry.
Carl Erickson (CRD# 814134) is an Investment Advisor Representative working at Whitegate Investment Counselors, Inc. in Concord, NH and has over 43 years of experience in the finance industry.
Philip Estabrook (CRD# 812722) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New London, NH and has over 44 years of experience in the finance industry.
Cristopher Ettinger (CRD# 6470778) is an Investment Advisor Representative working at First Command Advisory Services in Concord, NH and has over 8 years of experience in the finance industry.
Elizabeth Evans (CRD# 5161495) is an Investment Advisor Representative working at Cayena Capital Management, LLC in Weare, NH and has over 17 years of experience in the finance industry.
Kyle Fellers (CRD# 4446152) is an Investment Advisor Representative working at Carlson Investments in Concord, NH and has over 22 years of experience in the finance industry.
Bryan Fenn (CRD# 1872558) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Concord, NH and has over 35 years of experience in the finance industry.
James Fitts (CRD# 2870217) is an Investment Advisor Representative working at The Colony Group, LLC in Concord, NH and has 1 year of experience in the finance industry. James Fitts 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.