-
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
Zachary Ment (CRD# 5856006) is an Investment Advisor Representative working at Ment Capital Advisors in Truro, MA and has over 8 years of experience in the finance industry.
Debra Antel (CRD# 2096235) is an Investment Advisor Representative working at Insight Financial Services, Inc. in Sagamore Beach, MA and has over 19 years of experience in the finance industry. Debra Antel 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.
Brooks Bartlett (CRD# 13976) is an Investment Advisor Representative working at Commonwealth Financial Network in Mashpee, MA and has over 32 years of experience in the finance industry.
Bryan Bastoni (CRD# 4457061) is an Investment Advisor Representative working at Pearson Financial Services in Dennis, MA and has over 10 years of experience in the finance industry. Bryan Bastoni 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.
Harry Bower (CRD# 27241) is an Investment Advisor Representative working at Harry S. Bower, LLC in Dennis, MA and has over 30 years of experience in the finance industry.
James Boyd (CRD# 2186158) is an Investment Advisor Representative working at Asset Management Resources, LLC in Hyannis, MA and has over 26 years of experience in the finance industry. James Boyd 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.
Thomas Cowhey (CRD# 2014389) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in Brewster, MA and has over 27 years of experience in the finance industry.
Deborah Davis (CRD# 2468258) is an Investment Advisor Representative working at West Branch Capital LLC in Orleans, MA and has over 23 years of experience in the finance industry. Deborah Davis 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.
Michael Dunn (CRD# 1028750) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in South Dennis, MA and has over 33 years of experience in the finance industry. Michael Dunn 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.