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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
David Layte (CRD# 6072876) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 11 years of experience in the finance industry.
Susan Lemieux (CRD# 4021364) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Orleans, MA and has over 10 years of experience in the finance industry.
Christopher Letendre (CRD# 2434408) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Sandwich, MA and has over 30 years of experience in the finance industry.
Susan Lowry (CRD# 604115) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Plymouth, MA and has over 37 years of experience in the finance industry.
Marci Lucier (CRD# 4170223) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 23 years of experience in the finance industry.
William Malagodi (CRD# 5588753) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
Jeffrey Marcus (CRD# 1313563) is an Investment Advisor Representative working at Turning Point Analytics, LLC in East Sandwich, MA and has over 11 years of experience in the finance industry.
Douglas McClennen (CRD# 5263610) is an Investment Advisor Representative working at Douglas A. Mcclennen Ia in East Harwich, MA and has over 17 years of experience in the finance industry.
Thomas McIntyre (CRD# 4343354) is an Investment Advisor Representative working at Mcintyre, Freedman & Flynn Investment Advisers, Inc. in Orleans, MA and has 1 year of experience in the finance industry.
Margaret McNabb (CRD# 727569) is an Investment Advisor Representative working at Portfoliosboston in Dennis, MA and has over 43 years of experience in the finance industry. Margaret McNabb 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.