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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
Gary Cowles (CRD# 2228339) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rockport, MA and has over 25 years of experience in the finance industry.
William Dwyer (CRD# 6795420) is an Investment Advisor Representative working at Safford Nicholas H & Co Inc. in Rockport, MA and has over 6 years of experience in the finance industry.
Bruce Holdridge (CRD# 1050676) is an Investment Advisor Representative working at Standard Planning Company in Rockport, MA and has over 41 years of experience in the finance industry. Bruce Holdridge 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.
John Safford (CRD# 2253077) is an Investment Advisor Representative working at Safford Nicholas H & Co Inc. in Rockport, MA and has over 31 years of experience in the finance industry.
Nicholas Safford (CRD# 4351904) is an Investment Advisor Representative working at Safford Nicholas H & Co Inc. in Rockport, MA and has 1 year of experience in the finance industry.
Norton Sloan (CRD# 4965593) is an Investment Advisor Representative working at Safford Nicholas H & Co Inc. in Rockport, MA and has over 18 years of experience in the finance industry.
Laura Higgins (CRD# 6941507) is an Investment Advisor Representative working at Approachable Financial Planning in Rockport, MA and has 1 year of experience in the finance industry. Laura Higgins 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.
Matthew Safford (CRD# 7664911) is an Investment Advisor Representative working at Safford Nicholas H & Co Inc. in Rockport, MA and has 1 year of experience in the finance industry.
Marcus Miller (CRD# 7339646) is an Investment Advisor Representative working at Mainstay Capital in Middleburg, FL and has 7 years of experience in the finance industry. Marcus Miller 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 putclients' interests first and comply with the Financial Planning Practice Standards.