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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
Brian Allsop (CRD# 2027636) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Canton, MA and has over 33 years of experience in the finance industry.
James Branch (CRD# 703945) is an Investment Advisor Representative working at Gray Private Wealth, LLC in Canton, MA and has over 26 years of experience in the finance industry. James Branch 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.
Clifford Caplan (CRD# 721675) is an Investment Advisor Representative working at Commonwealth Financial Network in Canton, MA and has over 42 years of experience in the finance industry. Clifford Caplan 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.
James Duplisea (CRD# 2125451) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Canton, MA and has over 33 years of experience in the finance industry. James Duplisea 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.
Richard Etling (CRD# 1045351) is an Investment Advisor Representative working at L.m. Kohn & Company in Canton, MA and has over 21 years of experience in the finance industry.
Michael Fitzwilliam (CRD# 1246966) is an Investment Advisor Representative working at Commonwealth Financial Network in Canton, MA and has over 40 years of experience in the finance industry.
Sean Flaherty (CRD# 2499733) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Canton, MA and has over 29 years of experience in the finance industry.
Paul Gerry (CRD# 3265140) is an Investment Advisor Representative working at Gray Private Wealth, LLC in Canton, MA and has over 24 years of experience in the finance industry.
Ronald Goodman (CRD# 4740854) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Canton, MA and has over 19 years of experience in the finance industry.
Justin Klunder (CRD# 6318094) is an Investment Advisor Representative working at Gray Private Wealth, LLC in Canton, MA and has over 8 years of experience in the finance industry.