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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
Ronald Kent (CRD# 728447) is an Investment Advisor Representative working at Spinnaker Asset Management Inc. in Warwick, RI and has over 37 years of experience in the finance industry. Ron has a BS in Aerospace Engineering, an MS in Environmental Engineering, and is an Accredited Asset Management Specialist (AAMS). As a financial analyst, Ron has written original equity and fixed income research for institutions both here and in Europe. His specialty lies in equity strategy, portfolio design, and investment management.
Spinnaker Asset Management specializes in portfolio design, equity and fixed...
Richard Bergeron (CRD# 2545660) is an Investment Advisor Representative working at Commonwealth Financial Network in Plainville, MA and has over 23 years of experience in the finance industry. Richard Bergeron 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.
Christopher Lund (CRD# 2195117) is an Investment Advisor Representative working at Capital Analysts in Plainville, MA and has over 26 years of experience in the finance industry. Christopher Lund 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.
Elizabeth Campbell (CRD# 5382495) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainville, MA and has over 8 years of experience in the finance industry.
Michael Cook (CRD# 4588672) is an Investment Advisor Representative working at Lpl Financial LLC in Plainville, MA and has over 15 years of experience in the finance industry.
John Finase (CRD# 4358512) is an Investment Advisor Representative working at Lincoln Investment in Plainville, MA and has over 17 years of experience in the finance industry.
Candace Sallale (CRD# 2169686) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainville, MA and has over 26 years of experience in the finance industry.
Eric Takach (CRD# 3137905) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Plainville, MA and has over 19 years of experience in the finance industry.
Kelly Fox (CRD# 2341514) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Plainville, MA and has over 24 years of experience in the finance industry. Kelly Fox 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 Kerrigan (CRD# 5923980) is an Investment Advisor Representative working at Edward Jones in Plainville, MA and has over 6 years of experience in the finance industry.