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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 McNamara (CRD# 1212130) is an Investment Advisor Representative working at Citizens Securities, Inc. in Sandwich, MA and has over 40 years of experience in the finance industry.
Kurt Mogilnicki (CRD# 6533862) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Barnstable, MA and has over 8 years of experience in the finance industry.
Herbert Montgomery (CRD# 4013578) is an Investment Advisor Representative working at The Montgomery Financial Group, Inc. in Orleans, MA and has over 24 years of experience in the finance industry. Herbert Montgomery 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 Mullen (CRD# 4904248) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Plymouth, MA and has over 18 years of experience in the finance industry.
Coral Murphy (CRD# 3145896) is an Investment Advisor Representative working at Pearson Financial Services in Dennis, MA and has over 24 years of experience in the finance industry.
Thomas Murray (CRD# 2563566) is an Investment Advisor Representative working at Commonwealth Financial Network in Plymouth, MA and has over 29 years of experience in the finance industry.
Scott Myers (CRD# 5375190) is an Investment Advisor Representative working at Bridge Creek Capital Management LLC in West Barnstable, MA and has over 17 years of experience in the finance industry.
Steven Nearman (CRD# 1751099) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plymouth, MA and has over 36 years of experience in the finance industry.
Nicholas Nelson (CRD# 6209581) 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.
Bradley Ness (CRD# 1997466) is an Investment Advisor Representative working at Next Financial Group, Inc. in Plymouth, MA and has over 34 years of experience in the finance industry. Bradley Ness 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.