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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
Carol Burgess (CRD# 4837125) is an Investment Advisor Representative working at Primerica Advisors in Plainville, CT and has over 19 years of experience in the finance industry.
Gene Callahan (CRD# 4459332) is an Investment Advisor Representative working at Primerica Advisors in Plainville, CT and has over 22 years of experience in the finance industry.
James Collins (CRD# 4990961) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Plainville, CT and has over 18 years of experience in the finance industry. James Collins 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.
Kyle Kummer (CRD# 5548094) is an Investment Advisor Representative working at Gwn Securities Inc. in Plainville, CT and has over 14 years of experience in the finance industry.
David Meade (CRD# 2721956) is an Investment Advisor Representative working at Lpl Financial LLC in Plainville, CT and has over 26 years of experience in the finance industry.
Brian Bender (CRD# 3196842) is an Investment Advisor Representative working at Primerica Advisors in Plainville, CT and has over 24 years of experience in the finance industry.
Richard Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 22 years of experience in the finance industry. Richard Lopresti 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.
Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 23 years of experience in the finance industry.