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Distance Only Salem, NH
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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
Richard Wallner (CRD# 5637302) is an Investment Advisor Representative working at Lpl Financial LLC in Salem, NH and has over 14 years of experience in the finance industry. Richard Wallner 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.
Kathryn Zimmerman (CRD# 4244367) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salem, NH and has over 21 years of experience in the finance industry.
Josh Bordis (CRD# 5234731) is an Investment Advisor Representative working at Citizens Securities, Inc. in Salem, NH and has over 4 years of experience in the finance industry.
Joel Digregorio (CRD# 4217636) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Salem, NH and has over 16 years of experience in the finance industry.
Cameron Egan (CRD# 7180667) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salem, NH and has 1 year of experience in the finance industry.
Staci Fall (CRD# 4012937) is an Investment Advisor Representative working at Esi Financial Advisors in Salem, NH and has over 24 years of experience in the finance industry.
Zachary Gibbons (CRD# 7853342) is an Investment Advisor Representative working at Davis Wealth Advisors in Salem, NH and has 1 year of experience in the finance industry.
Matthew Rigatti (CRD# 2461646) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salem, NH and has over 29 years of experience in the finance industry.
Karen Robinson (CRD# 7154252) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Salem, NH and has over 4 years of experience in the finance industry.
Sascha Silvia (CRD# 7284556) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Salem, NH and has 1 year of experience in the finance industry.