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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
Brendan O'keefe (CRD# 4069517) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Orleans, MA and has over 23 years of experience in the finance industry.
Emre Oztunc (CRD# 5493291) is an Investment Advisor Representative working at Citizens Securities, Inc. in Plymouth, MA and has over 15 years of experience in the finance industry.
Barry Paster (CRD# 2572318) is an Investment Advisor Representative working at Bridge Creek Capital Management LLC in West Barnstable, MA and has over 29 years of experience in the finance industry.
Matthew Peck (CRD# 6128514) 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. Matthew Peck 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.
Patrick Phelan (CRD# 6353573) is an Investment Advisor Representative working at Eagle Strategies LLC in Eastham, MA and has over 8 years of experience in the finance industry.
Calan Philbrook (CRD# 5732885) is an Investment Advisor Representative working at Edward Jones in Yarmouth Port, MA and has over 14 years of experience in the finance industry.
Joseph Pierce (CRD# 1987094) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plymouth, MA and has over 34 years of experience in the finance industry.
Edward Pride (CRD# 2226551) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Plymouth, MA and has over 31 years of experience in the finance industry.
With Integrity Wealth Management focuses on retirement income planning. If you are approaching or in retirement and want to find ways that may preserve your capital while giving you a consistent income stream, we can craft a plan for you. We have helped countless couples, widows, and those who are newly single. Let us help you with your preservation of wealth and using your assets to make the most efficient income.
We’re the local team on the Village Green in The Pinehills. We live locally, work locally, and are involved locally. You will see us at The Market, on the baseball fields, at Boy...
Patrick Randall (CRD# 5429822) is an Investment Advisor Representative working at SHP Financial in Plymouth, MA and has over 10 years of experience in the finance industry.