-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Elizabeth Glenshaw (CRD# 2661380) is an Investment Advisor Representative working at Clean Yield Asset Management in Norwich, VT and has over 14 years of experience in the finance industry.
James Godfrey (CRD# 6685925) is an Investment Advisor Representative working at Avantax Advisory Services in Lebanon, NH and has over 6 years of experience in the finance industry.
David Gold (CRD# 6360495) is an Investment Advisor Representative working at Edward Jones in Barre, VT and has over 9 years of experience in the finance industry.
Susan Goodell (CRD# 5895496) is an Investment Advisor Representative working at Otto & Associates, Inc. in Norwich, VT and has 1 year of experience in the finance industry. Susan Goodell 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.
Kenneth Goodrow (CRD# 6685930) is an Investment Advisor Representative working at Avantax Advisory Services in Lebanon, NH and has over 6 years of experience in the finance industry.
Brandon Gorman (CRD# 7055297) is an Investment Advisor Representative working at Edward Jones in Randolph, VT and has over 5 years of experience in the finance industry.
Thomas Hall (CRD# 2676353) is an Investment Advisor Representative working at Sage Investment Inc. in Hanover, NH and has over 28 years of experience in the finance industry.
Cole Harris (CRD# 7004025) is an Investment Advisor Representative working at Jmh Wealth Management, LLC in Hanover, NH and has over 5 years of experience in the finance industry.
Jeffrey Harris (CRD# 855917) is an Investment Advisor Representative working at Jmh Wealth Management, LLC in Hanover, NH and has 1 year 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.