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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
John Akoury (CRD# 4682785) is an Investment Advisor Representative working at Park Avenue Securities LLC in Topsfield, MA and has over 20 years of experience in the finance industry. John Akoury 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.
James Baga (CRD# 1691122) is an Investment Advisor Representative working at Essex Private Wealth Management, LLC in Topsfield, MA and has over 30 years of experience in the finance industry.
John Balzer (CRD# 4123646) is an Investment Advisor Representative working at Park Avenue Securities LLC in Topsfield, MA and has over 23 years of experience in the finance industry.
James Barker (CRD# 1622909) is an Investment Advisor Representative working at Barker Financial Group, Inc. in Topsfield, MA and has over 37 years of experience in the finance industry.
Dana Bernard (CRD# 2322017) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Topsfield, MA and has over 30 years of experience in the finance industry.
Cynthia Deal (CRD# 5138926) is an Investment Advisor Representative working at Novem Group in Topsfield, MA and has over 8 years of experience in the finance industry. Cynthia Deal 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.
Lionel Edmonson (CRD# 4731762) is an Investment Advisor Representative working at Essex Private Wealth Management, LLC in Topsfield, MA and has over 20 years of experience in the finance industry. Lionel Edmonson 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.
Paul Fortin (CRD# 4338150) is an Investment Advisor Representative working at Harbor Island Capital LLC in Topsfield, MA and has 1 year of experience in the finance industry.
Mark Gatti (CRD# 1027529) is an Investment Advisor Representative working at Novem Group in Topsfield, MA and has over 42 years of experience in the finance industry. Mark Gatti 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.
Timothy Goland (CRD# 2216138) is an Investment Advisor Representative working at Lpl Financial LLC in Topsfield, MA and has over 30 years of experience in the finance industry.