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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
Evelyn Blum (CRD# 5317004) is an Investment Advisor Representative working at Marshall Point Advisors LLC in Port Clyde, ME and has over 16 years of experience in the finance industry.
Andrew Burns (CRD# 5100943) is an Investment Advisor Representative working at Key Investment Services LLC in Brunswick, ME and has over 17 years of experience in the finance industry.
April Caron (CRD# 7003124) is an Investment Advisor Representative working at Edward Jones in Brunswick, ME and has over 5 years of experience in the finance industry.
Thomas Carr (CRD# 6124505) is an Investment Advisor Representative working at Edward Jones in Brunswick, ME and has over 11 years of experience in the finance industry.
Michael Clark (CRD# 4653849) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, ME and has over 20 years of experience in the finance industry.
Peter Coopersmith (CRD# 1256315) is an Investment Advisor Representative working at Commonwealth Financial Network in Waldoboro, ME and has over 29 years of experience in the finance industry.
William Cron (CRD# 4687348) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Alna, ME and has over 20 years of experience in the finance industry. William Cron 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.
Michael Curtis (CRD# 6013173) is an Investment Advisor Representative working at Edward Jones in Thomaston, ME and has over 12 years of experience in the finance industry.
Leverett Davis (CRD# 717867) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Damariscotta, ME and has over 34 years of experience in the finance industry.
Donald Duffy (CRD# 6149968) is an Investment Advisor Representative working at Edward Jones in Freeport, ME and has over 11 years of experience in the finance industry.