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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
Paul Doran (CRD# 4522180) is an Investment Advisor Representative working at Essential Planning, LLC in Portsmouth, NH and has over 21 years of experience in the finance industry.
Kathryn Drew (CRD# 2417906) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 30 years of experience in the finance industry.
Nicholas Drew (CRD# 5672296) is an Investment Advisor Representative working at Capital Design Private Wealth LLC in Portsmouth, NH and has over 14 years of experience in the finance industry.
Richard Driscoll (CRD# 72091) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Durham, NH and has over 34 years of experience in the finance industry.
Diane Dubois (CRD# 1565517) is an Investment Advisor Representative working at Integrated Wealth Management, LLC in Portsmouth, NH and has over 7 years of experience in the finance industry.
Andrea Dubuc (CRD# 5059003) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 18 years of experience in the finance industry. Andrea Dubuc 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.
Robert Dufour (CRD# 1015472) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Exeter, NH and has over 33 years of experience in the finance industry.
Lisa Dugan (CRD# 2979629) is an Investment Advisor Representative working at Secure Planning in Portsmouth, NH and has over 25 years of experience in the finance industry. Lisa Dugan 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.
Sean Dumont (CRD# 3243037) is an Investment Advisor Representative working at Edward Jones in Sanford, ME and has over 24 years of experience in the finance industry.
Emily Dunford (CRD# 6388022) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 9 years of experience in the finance industry. Emily Dunford 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.