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Distance Only Portsmouth, NH
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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
Lisa Dale (CRD# 1472693) is an Investment Advisor Representative working at Lpl Financial LLC in Portsmouth, NH and has over 38 years of experience in the finance industry. Lisa Dale 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.
Lawrence Day (CRD# 2209622) is an Investment Advisor Representative working at Edward Jones in Portsmouth, NH and has over 32 years of experience in the finance industry.
Carolyn Decker (CRD# 3215365) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 25 years of experience in the finance industry. Carolyn Decker 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.
John Degan (CRD# 1506997) is an Investment Advisor Representative working at Harbor Advisory Corporation in Portsmouth, NH and has over 37 years of experience in the finance industry.
Stephen Demarais (CRD# 5398773) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portsmouth, NH and has over 16 years of experience in the finance industry.
Richard Demarco (CRD# 2964746) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portsmouth, NH and has over 25 years of experience in the finance industry.
Timothy Dempsey (CRD# 1800163) is an Investment Advisor Representative working at Dhk Financial Advisors Inc. in Portsmouth, NH and has over 35 years of experience in the finance industry.
Jonathan Dooda (CRD# 4915035) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Portsmouth, NH and has over 17 years of experience in the finance industry.
Paul Doran (CRD# 4522180) is an Investment Advisor Representative working at Essential Planning, LLC in Portsmouth, NH and has over 21 years of experience in the finance industry.
Kathryn Drew (CRD# 2417906) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 30 years of experience in the finance industry.