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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
Steven Burnett (CRD# 4458946) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has over 20 years of experience in the finance industry.
Elizabeth Catlin (CRD# 5055860) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 18 years of experience in the finance industry. Elizabeth Catlin 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.
Christine Clinton-Catlin (CRD# 5055870) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 18 years of experience in the finance industry.
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.
Thomas Cree (CRD# 7012142) is an Investment Advisor Representative working at Independent Outlook Group, Inc. in East Dorset, VT and has over 5 years of experience in the finance industry.
Edward Cronin (CRD# 2369061) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 30 years of experience in the finance industry.
Corey Degon (CRD# 7053397) is an Investment Advisor Representative working at Edward Jones in North Adams, MA and has over 5 years of experience in the finance industry.
Jason Dohaney (CRD# 5361861) is an Investment Advisor Representative working at Commonwealth Financial Network in North Adams, MA and has over 16 years of experience in the finance industry.
Timothy Doll (CRD# 3130351) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Keene, NH and has over 23 years of experience in the finance industry.
Nicholas Dubois (CRD# 6080499) is an Investment Advisor Representative working at Edward Jones in Brattleboro, VT and has over 11 years of experience in the finance industry.