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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
Nicholas Drew (CRD# 5672296) is an Investment Advisor Representative working at Capital Design Private Wealth LLC in Portsmouth, NH and has over 14 years of experience in the finance industry.
Diane Dubois (CRD# 1565517) is an Investment Advisor Representative working at Integrated Wealth Management, LLC in Portsmouth, NH and has over 7 years of experience in the finance industry.
Lisa Dugan (CRD# 2979629) is an Investment Advisor Representative working at Secure Planning in Portsmouth, NH and has over 25 years of experience in the finance industry. Lisa Dugan 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.
Brian Durkin (CRD# 2094689) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 22 years of experience in the finance industry.
Melody Evans (CRD# 5791221) is an Investment Advisor Representative working at Advice And Planning Services in Portsmouth, NH and has over 13 years of experience in the finance industry.
Patricia Everett (CRD# 1403494) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portsmouth, NH and has over 38 years of experience in the finance industry. Patricia Everett 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.
Nicholas Felici (CRD# 5821570) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Portsmouth, NH and has over 7 years of experience in the finance industry.
Bruce Fenton (CRD# 2286983) is an Investment Advisor Representative working at Af Asset Management in Portsmouth, NH and has over 22 years of experience in the finance industry.
Justin Finn (CRD# 4602403) is an Investment Advisor Representative working at Secure Planning in Portsmouth, NH and has over 20 years of experience in the finance industry.
Eric Flaim (CRD# 4618103) is the Managing Director at Estate Planners of New England LLC, in Portsmouth, NH and has over 15 years of experience in the finance industry.