-
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
James Milne (CRD# 2358140) is an Investment Advisor Representative working at Milne Financial Planning, Inc. in Saint Johnsbury, VT and has over 30 years of experience in the finance industry. James Milne 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.
Kevin Obrien (CRD# 815716) is an Investment Advisor Representative working at Creative Financial Strategies, Inc. in Littleton, NH and has over 31 years of experience in the finance industry.
Diana Reo (CRD# 4543690) is an Investment Advisor Representative working at State Farm Investment Management Corp. in North Conway, NH and has over 21 years of experience in the finance industry.
Jason Robinson (CRD# 6416954) is an Investment Advisor Representative working at Edward Jones in Lancaster, NH and has over 9 years of experience in the finance industry.
Kim Shillieto (CRD# 4560784) is an Investment Advisor Representative working at Edward Jones in Littleton, NH and has over 21 years of experience in the finance industry.
Linda Sjostrom (CRD# 2102722) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Gorham, NH and has over 33 years of experience in the finance industry.
Staci Smith Lantagne (CRD# 2293153) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Johnsbury, VT and has over 24 years of experience in the finance industry.
David Stafford (CRD# 729692) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Littleton, NH and has over 41 years of experience in the finance industry.
Deborah Williams (CRD# 730756) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Saint Johnsbury, VT and has over 42 years of experience in the finance industry.
Eric Wilson (CRD# 4454947) is an Investment Advisor Representative working at Edward Jones in Saint Johnsbury, VT and has over 22 years of experience in the finance industry.