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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
Debra Cox (CRD# 2181917) is an Investment Advisor Representative working at Primerica Advisors in Springfield, VT and has over 32 years of experience in the finance industry.
Amy Duffy (CRD# 6732528) is an Investment Advisor Representative working at Edward Jones in Springfield, VT and has over 7 years of experience in the finance industry.
Daniel Richardson (CRD# 6990136) is an Investment Advisor Representative working at Edward Jones in Springfield, VT and has over 5 years of experience in the finance industry.
Robert Walker (CRD# 1458886) is an Investment Advisor Representative working at Primerica Advisors in Springfield, VT and has over 38 years of experience in the finance industry.
Katherine Adams (CRD# 4171657) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 23 years of experience in the finance industry.
Michael Adrian (CRD# 2285905) is an Investment Advisor Representative working at Archer Investment Corporation in Townshend, VT and has over 21 years of experience in the finance industry.
Jessica Anderson (CRD# 1579811) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 37 years of experience in the finance industry. Jessica Anderson 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.
Richard Anderson (CRD# 5295717) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Walpole, NH and has over 16 years of experience in the finance industry.
Anthony Ash (CRD# 6146813) is an Investment Advisor Representative working at Dattilio & Ash Capital Management, LLC in Lebanon, NH and has 1 year of experience in the finance industry.
David Barrell (CRD# 13336) is an Investment Advisor Representative working at Barrell Investment Group, Inc. in Georges Mills, NH and has over 37 years of experience in the finance industry.