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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
Jon-wesley Davis (CRD# 5816745) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Auburn, ME and has over 14 years of experience in the finance industry.
Melinda Davis (CRD# 2859112) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Auburn, ME and has over 24 years of experience in the finance industry. Melinda Davis 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.
Tara Davis (CRD# 5452181) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Auburn, ME and has over 16 years of experience in the finance industry.
Steven Dean (CRD# 2759263) is an Investment Advisor Representative working at Lpl Financial LLC in Jay, ME and has over 25 years of experience in the finance industry.
Lynn Denucci (CRD# 2313403) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Harrison, ME and has over 31 years of experience in the finance industry.
Steven English (CRD# 2610125) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lewiston, ME and has over 25 years of experience in the finance industry.
Richard Garcia (CRD# 1513122) is an Investment Advisor Representative working at Lpl Financial LLC in Lewiston, ME and has over 15 years of experience in the finance industry.
Michael Godin (CRD# 2184332) is an Investment Advisor Representative working at Lpl Financial LLC in Lewiston, ME and has over 24 years of experience in the finance industry.
Stephen Goldsmith (CRD# 1730090) is an Investment Advisor Representative working at Commonwealth Financial Network in Lovell, ME and has over 36 years of experience in the finance industry.
Lloyd Hall (CRD# 6894502) is an Investment Advisor Representative working at Samara Financial, Inc. in Portland, ME and has over 6 years of experience in the finance industry.