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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
Samuel Groom (CRD# 3127278) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 25 years of experience in the finance industry.
John Hamilton (CRD# 1318365) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 39 years of experience in the finance industry.
Rob Harris (CRD# 1549940) is an Investment Advisor Representative working at Lpl Financial LLC in Newport, NH and has over 14 years of experience in the finance industry.
Thomas Hartman (CRD# 4099207) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 24 years of experience in the finance industry. Thomas Hartman 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.
Donald Hubert (CRD# 1024427) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rutland, VT and has over 24 years of experience in the finance industry.
Johnhenry Hubert (CRD# 3049563) is an Investment Advisor Representative working at Catamount Asset Management LLC in Rutland, VT and has over 22 years of experience in the finance industry.
Abigail Hurlburt (CRD# 4011742) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 24 years of experience in the finance industry. Abigail Hurlburt 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.
John Hutchins (CRD# 1123401) is an Investment Advisor Representative working at The Wealth Conservatory in Lebanon, NH and has over 40 years of experience in the finance industry. John Hutchins 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.
Christopher Johnson (CRD# 5151407) is an Investment Advisor Representative working at Avantax Advisory Services in Lebanon, NH and has over 17 years of experience in the finance industry. Christopher Johnson 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.
Margaret Jones (CRD# 5517937) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 15 years of experience in the finance industry.