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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
Leverett Davis (CRD# 717867) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Damariscotta, ME and has over 34 years of experience in the finance industry.
Abraham Dugal (CRD# 6478921) is an Investment Advisor Representative working at Commonwealth Financial Network in Camden, ME and has over 8 years of experience in the finance industry. Abraham Dugal 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.
Kenneth Gardiner (CRD# 4759914) is an Investment Advisor Representative working at Edward Jones in Camden, ME and has over 20 years of experience in the finance industry.
William Goldenberg (CRD# 1485326) is an Investment Advisor Representative working at Shoreline Capital Corporation in Boothbay Harbor, ME and has over 29 years of experience in the finance industry.
Thomas Griffith (CRD# 5936242) is an Investment Advisor Representative working at Edward Jones in Lincolnville, ME and has over 12 years of experience in the finance industry.
Ronald Hall (CRD# 1620098) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Camden, ME and has over 37 years of experience in the finance industry.
Ellen Harris (CRD# 237837) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Camden, ME and has over 30 years of experience in the finance industry.
James Heavey (CRD# 5341076) is an Investment Advisor Representative working at James Heavey Wealth Advisors, LLC in Rockport, ME and has over 16 years of experience in the finance industry.
Melissa Holmes (CRD# 6856091) is an Investment Advisor Representative working at Black Harbor Financial in Boothbay Harbor, ME and has 1 year of experience in the finance industry. Melissa Holmes 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.
Jean Huber (CRD# 4593331) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boothbay Harbor, ME and has over 16 years of experience in the finance industry.