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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
Elizabeth Lewis (CRD# 4717463) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 20 years of experience in the finance industry.
Gary Link (CRD# 2703651) is an Investment Advisor Representative working at Red Lighthouse Investment Management, LLC in Warren, VT and has over 12 years of experience in the finance industry. Gary Link 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 Litchfield (CRD# 2800769) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 21 years of experience in the finance industry.
Thomas Longfellow (CRD# 3180801) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 24 years of experience in the finance industry.
Adam Lory (CRD# 6878446) is an Investment Advisor Representative working at Edward Jones in Stowe, VT and has over 6 years of experience in the finance industry.
Ramsey Luhr (CRD# 4573053) is an Investment Advisor Representative working at Maple Capital Management, Inc. in Montpelier, VT and has over 22 years of experience in the finance industry.
David Maher (CRD# 5117420) is an Investment Advisor Representative working at Wells Fargo Advisors in Williston, VT and has over 17 years of experience in the finance industry. David Maher 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.
Andrew Marcotte (CRD# 6568549) 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.
Malissa Marshall (CRD# 6855567) is an Investment Advisor Representative working at Soaring Wealth LLC in Bristol, VT and has 1 year of experience in the finance industry. Malissa Marshall 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.
Caren Merson (CRD# 5658415) is an Investment Advisor Representative working at Edward Jones in Stowe, VT and has over 14 years of experience in the finance industry.