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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
James Barrett (CRD# 6167360) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry. James Barrett 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.
Patrick Barrett (CRD# 3157009) is an Investment Advisor Representative working at Barrett Capital Partners in Weymouth, MA and has over 25 years of experience in the finance industry. Patrick Barrett 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.
Robert Barrette (CRD# 2172288) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellesley Hills, MA and has over 32 years of experience in the finance industry.
James Barrows (CRD# 6974741) is an Investment Advisor Representative working at Commonwealth Financial Network in Smithfield, RI and has over 5 years of experience in the finance industry.
Joseph Barry (CRD# 13724) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 36 years of experience in the finance industry.
Mark Barry (CRD# 6121326) is an Investment Advisor Representative working at Centerpoint Advisors, LLC in Needham, MA and has over 11 years of experience in the finance industry.
Michael Barry (CRD# 1102653) is an Investment Advisor Representative working at Eagle Strategies LLC in Walpole, MA and has over 39 years of experience in the finance industry.
Patrick Barry (CRD# 4579414) is an Investment Advisor Representative working at Barry Investment Advisors, LLC in New Bedford, MA and has over 21 years of experience in the finance industry.
Robert Basiri (CRD# 5752250) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Needham Heights, MA and has over 14 years of experience in the finance industry.
Christopher Basse (CRD# 2779580) is an Investment Advisor Representative working at Global Retirement Partners LLC in Mansfield, MA and has over 26 years of experience in the finance industry.