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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
Ronald Kent (CRD# 728447) is an Investment Advisor Representative working at Spinnaker Asset Management Inc. in Warwick, RI and has over 37 years of experience in the finance industry. Ron has a BS in Aerospace Engineering, an MS in Environmental Engineering, and is an Accredited Asset Management Specialist (AAMS). As a financial analyst, Ron has written original equity and fixed income research for institutions both here and in Europe. His specialty lies in equity strategy, portfolio design, and investment management.
Spinnaker Asset Management specializes in portfolio design, equity and fixed...
Roger Sabo (CRD# 2600975) is an Investment Advisor Representative working at Integrated Financial Services in Saunderstown, RI and has over 23 years of experience in the finance industry. Roger Sabo 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.
Janet Goulart (CRD# 2625596) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Saunderstown, RI and has over 22 years of experience in the finance industry.
Lisa Koelle (CRD# 723271) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saunderstown, RI and has over 37 years of experience in the finance industry.
Steven Mayo (CRD# 2899829) is an Investment Advisor Representative working at Chickasaw Capital Management, LLC in Saunderstown, RI and has over 20 years of experience in the finance industry.
Rick Campbell (CRD# 4566472) is an Investment Advisor Representative and President of Financial Independence, LLC. He has over 15 years of experience in the finance industry and is a Chartered Financial Consultant (ChFC®), the highest standard of knowledge and trust in financial planning.
While working in the corporate arena, many of Rick's friends approached him during the stock market crash of 2000 — 2001, asking for a second opinion on their investment portfolios. Upon review, he suggested they seek the advice of a professional advisor. To his surprise, most of them were already working with...
Brad Ingegneri (CRD# 4364810) is an Investment Advisor Representative working at Ivy Wealth Management, Inc. in Warwick, RI and has over 16 years of experience in the finance industry. Brad Ingegneri 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.