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Distance Only Plymouth, MA
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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
Joseph Anderson (CRD# 6353257) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
Sal Arlia (CRD# 5860578) is an Investment Advisor Representative working at Nautical Home Lending LLC in Plymouth, MA and has 1 year of experience in the finance industry.
Stuart Baker (CRD# 1080467) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Plymouth, MA and has over 40 years of experience in the finance industry.
William Benjes (CRD# 18140) is an Investment Advisor Representative working at 1620 Investment Advisors, Inc. in Plymouth, MA and has 1 year of experience in the finance industry.
Margaret Brook (CRD# 5047551) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plymouth, MA and has over 10 years of experience in the finance industry.
Deborah Campbell (CRD# 4873419) is an Investment Advisor Representative working at Avantax Advisory Services in Plymouth, MA and has over 19 years of experience in the finance industry.
Alfred Cavacco (CRD# 1897910) is an Investment Advisor Representative working at New England Financial Group in Plymouth, MA and has over 35 years of experience in the finance industry.
Philip Chandler (CRD# 5272396) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plymouth, MA and has over 17 years of experience in the finance industry.
Sandra Childs (CRD# 5202587) is an Investment Advisor Representative working at Edward Jones in Plymouth, MA and has over 16 years of experience in the finance industry.
Sean Condon (CRD# 4633520) is an Investment Advisor Representative working at Condon Wealth Management, Inc. in Plymouth, MA and has over 21 years of experience in the finance industry. Sean Condon 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.