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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
Luke Bakos (CRD# 6836952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lincoln, RI and has over 6 years of experience in the finance industry.
Bruce Balkcom (CRD# 2158092) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Coventry, RI and has over 32 years of experience in the finance industry.
James Ball (CRD# 1237625) is an Investment Advisor Representative working at Commonwealth Financial Network in Westborough, MA and has over 39 years of experience in the finance industry.
Inga Baneviciene (CRD# 6276548) is an Investment Advisor Representative working at Morgan Stanley in Wellesley, MA and has over 9 years of experience in the finance industry.
Evan Banks (CRD# 4384077) is an Investment Advisor Representative working at Park Avenue Securities LLC in Needham, MA and has over 23 years of experience in the finance industry. Evan Banks 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.
Maclean Barach (CRD# 6325350) is an Investment Advisor Representative working at Stage Harbor Financial in Needham, MA and has over 5 years of experience in the finance industry. Maclean Barach 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.
John Barber (CRD# 5764782) is an Investment Advisor Representative working at Beaumont Financial Partners in Needham, MA and has over 13 years of experience in the finance industry. John Barber 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.
David Barlow (CRD# 4948712) is an Investment Advisor Representative working at Goodman Advisory Group, LLC in Needham, MA and has over 18 years of experience in the finance industry.
Christopher Barrett (CRD# 1589965) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Foxboro, MA and has over 37 years of experience in the finance industry.
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.