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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
Bonnie Aves (CRD# 2394247) is an Investment Advisor Representative working at Hepworth Equity Partners, LLC in Wolfeboro, NH and has over 29 years of experience in the finance industry.
Roy Ballentine (CRD# 1100859) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 39 years of experience in the finance industry. Roy Ballentine 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.
Thomas Biegel (CRD# 5291049) is an Investment Advisor Representative working at Black Brook Financial Planning in Gorham, ME and has over 18 years of experience in the finance industry.
Keith Britton (CRD# 6468281) is an Investment Advisor Representative working at Edward Jones in Moultonborough, NH and has over 8 years of experience in the finance industry.
Valerie Brown (CRD# 5123562) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 18 years of experience in the finance industry.
Myles Crowe (CRD# 4457944) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Glen, NH and has over 22 years of experience in the finance industry.
Taryn Dawson (CRD# 6038155) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 10 years of experience in the finance industry.
Lynn Denucci (CRD# 2313403) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Harrison, ME and has over 31 years of experience in the finance industry.
Deborah Doucet (CRD# 4780023) is an Investment Advisor Representative working at Saco River Financial Planning in Bartlett, NH and has over 19 years of experience in the finance industry. Deborah Doucet 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.
Edward Doyle (CRD# 4012852) is an Investment Advisor Representative working at Edward Jones in Gorham, ME and has over 24 years of experience in the finance industry.