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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
Devon Perry (CRD# 5004219) is an Investment Advisor Representative working at Lpl Financial LLC in Waldoboro, ME and has over 17 years of experience in the finance industry.
Dana Poston (CRD# 2425247) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Damariscotta, ME and has over 30 years of experience in the finance industry.
Gary Simel (CRD# 2320801) is an Investment Advisor Representative working at Lpl Financial LLC in Cushing, ME and has over 31 years of experience in the finance industry.
David Spellman (CRD# 1287118) is an Investment Advisor Representative working at Principal Securities, Inc. in Freeport, ME and has over 18 years of experience in the finance industry.
Brooks Stevens (CRD# 6024560) is an Investment Advisor Representative working at Lpl Financial LLC in Thomaston, ME and has over 12 years of experience in the finance industry.
Stephen Stjean (CRD# 2693881) is an Investment Advisor Representative working at Primerica Advisors in Bath, ME and has over 25 years of experience in the finance industry.
Scott Upham (CRD# 2377756) is an Investment Advisor Representative working at Ep Wealth Advisors in Brunswick, ME and has over 30 years of experience in the finance industry.
Kelsie West (CRD# 5489030) is an Investment Advisor Representative working at Edward Jones in Topsham, ME and has over 15 years of experience in the finance industry.
William Westfield (CRD# 2170081) is an Investment Advisor Representative working at August Wealth Group, Inc. in Bristol, ME and has over 32 years of experience in the finance industry. William Westfield 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.
David Beemer (CRD# 2425533) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bath, ME and has over 30 years of experience in the finance industry.