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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
Jessica Duncklee (CRD# 5666329) is an Investment Advisor Representative working at Lpl Financial LLC in Norwich, VT and has over 11 years of experience in the finance industry.
Patrick Dunn (CRD# 2583457) is an Investment Advisor Representative working at Primerica Advisors in Brandon, VT and has over 29 years of experience in the finance industry.
Marilyn Edgerton (CRD# 4876054) is an Investment Advisor Representative working at Financial Advisory Services in Gaysville, VT and has 1 year of experience in the finance industry. Marilyn Edgerton 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.
Craig Eilers (CRD# 1816141) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Waitsfield, VT and has over 30 years of experience in the finance industry.
Collin Fingon (CRD# 4832770) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rutland, VT and has over 19 years of experience in the finance industry.
Zerihune Finn (CRD# 6943591) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 5 years of experience in the finance industry.
John Fricke (CRD# 1975383) is an Investment Advisor Representative working at Lpl Financial LLC in Northfield, VT and has over 34 years of experience in the finance industry.
Elizabeth Glenshaw (CRD# 2661380) is an Investment Advisor Representative working at Clean Yield Asset Management in Norwich, VT and has over 14 years of experience in the finance industry.
David Gold (CRD# 6360495) is an Investment Advisor Representative working at Edward Jones in Barre, VT and has over 9 years of experience in the finance industry.
Susan Goodell (CRD# 5895496) is an Investment Advisor Representative working at Otto & Associates, Inc. in Norwich, VT and has 1 year of experience in the finance industry. Susan Goodell 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.