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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
John Fricke (CRD# 1975383) is an Investment Advisor Representative working at Lpl Financial LLC in Northfield, VT and has over 34 years of experience in the finance industry.
Roberto Abele (CRD# 6147027) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 11 years of experience in the finance industry.
David Babic (CRD# 5824377) is an Investment Advisor Representative working at Edward Jones in Barre, VT and has over 13 years of experience in the finance industry.
Sara Blondin (CRD# 5624939) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Barre, VT and has over 11 years of experience in the finance industry.
Amy Boland (CRD# 6146672) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Williston, VT and has over 7 years of experience in the finance industry.
Philip Bongiorno (CRD# 1094196) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Stowe, VT and has over 18 years of experience in the finance industry.
Brian Branda (CRD# 720439) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 43 years of experience in the finance industry. Brian Branda 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.
Michael Branda (CRD# 2388004) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 30 years of experience in the finance industry. Michael Branda 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.
Richard Briand (CRD# 1045809) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 41 years of experience in the finance industry.
Paul Briody (CRD# 1715024) is an Investment Advisor Representative working at Wells Fargo Advisors in Williston, VT and has over 33 years of experience in the finance industry. Paul Briody 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.