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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
Bret Hodgdon (CRD# 5605497) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has 1 year of experience in the finance industry. Bret Hodgdon 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.
Alec Hoke (CRD# 1921673) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 30 years of experience in the finance industry.
Justin Hooper (CRD# 4193443) is an Investment Advisor Representative working at Lpl Financial LLC in Plattsburgh, NY and has over 24 years of experience in the finance industry.
Michael Huffman (CRD# 1367117) is an Investment Advisor Representative working at Rock Point Advisors, LLC in Burlington, VT and has 1 year of experience in the finance industry.
Sara Hughes (CRD# 4325913) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 10 years of experience in the finance industry.
Timothy Humphrey (CRD# 5568212) is an Investment Advisor Representative working at Rock Point Advisors, LLC in Burlington, VT and has over 15 years of experience in the finance industry. Timothy Humphrey 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.
Donald Jenkins (CRD# 3140791) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 25 years of experience in the finance industry.
Matthew Johnson (CRD# 5282900) is an Investment Advisor Representative working at Intrack Investment Management, Inc. in South Burlington, VT and has 1 year of experience in the finance industry.
Robert Johnson (CRD# 6604035) is an Investment Advisor Representative working at Mml Investors Services, LLC in Colchester, VT and has over 8 years of experience in the finance industry.
Thomas Kasprzak (CRD# 2550791) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 25 years of experience in the finance industry.