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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
Bryan McPherson (CRD# 4654228) is an Investment Advisor Representative working at Round Table Investment Management, LLC in West Lebanon, NH and has over 10 years of experience in the finance industry.
Heather Meeks (CRD# 5400868) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 16 years of experience in the finance industry. Heather Meeks 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.
Steven Morneau (CRD# 5602073) is an Investment Advisor Representative working at Greenhill Financial Partners in Rutland, VT and has over 9 years of experience in the finance industry.
Alicia Munukka (CRD# 3024567) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 22 years of experience in the finance industry.
Timothy O'connor (CRD# 4296346) is an Investment Advisor Representative working at Commonwealth Financial Network in Rutland, VT and has over 22 years of experience in the finance industry. Timothy O'connor 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.
Lynn O'mealia (CRD# 6071826) is an Investment Advisor Representative working at Loudon Investment Management, LLC in West Lebanon, NH and has over 10 years of experience in the finance industry.
David Otto (CRD# 4364736) is an Investment Advisor Representative working at Otto & Associates, Inc. in Norwich, VT and has 1 year of experience in the finance industry. David Otto 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.
Shawn Oxford (CRD# 5117525) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bristol, VT and has over 17 years of experience in the finance industry.
Denise Palmer (CRD# 2812510) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Barre, VT and has over 27 years of experience in the finance industry.
William Patno (CRD# 2651502) is an Investment Advisor Representative working at Lpl Financial LLC in Barre, VT and has over 22 years of experience in the finance industry. William Patno 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.