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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
Sara Hughes (CRD# 4325913) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 10 years of experience in the finance industry.
Timothy Humphrey (CRD# 5568212) is an Investment Advisor Representative working at Rock Point Advisors, LLC in Burlington, VT and has over 15 years of experience in the finance industry. Timothy Humphrey 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.
Donald Jenkins (CRD# 3140791) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 25 years of experience in the finance industry.
Matthew Johnson (CRD# 5282900) is an Investment Advisor Representative working at Intrack Investment Management, Inc. in South Burlington, VT and has 1 year of experience in the finance industry.
Thomas Kazak (CRD# 821251) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in South Burlington, VT and has over 41 years of experience in the finance industry.
Andrea Kelley (CRD# 4777336) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 18 years of experience in the finance industry.
Brenda Kelley (CRD# 1919947) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, VT and has over 28 years of experience in the finance industry.
Michael Kiessling (CRD# 6597051) is an Investment Advisor Representative working at Edward Jones in South Burlington, VT and has over 8 years of experience in the finance industry.
Dorota Kim (CRD# 4570884) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Burlington, VT and has over 21 years of experience in the finance industry.
Shaun King (CRD# 5158184) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Burlington, VT and has over 11 years of experience in the finance industry.