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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
Douglas Howell (CRD# 5647783) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in East Sandwich, MA and has over 15 years of experience in the finance industry.
Justin Hudock (CRD# 2909908) is an Investment Advisor Representative working at Starboard Wealth Management, LLC in Marstons Mills, MA and has over 8 years of experience in the finance industry.
Raymond Hunt (CRD# 4485001) is an Investment Advisor Representative working at Capital Analysts in Dartmouth, MA and has over 22 years of experience in the finance industry.
Grant Joiner (CRD# 5287453) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 16 years of experience in the finance industry. Grant Joiner 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.
Jefferson Jones (CRD# 4567112) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Falmouth, MA and has over 21 years of experience in the finance industry.
Thomas Juster (CRD# 6005882) is an Investment Advisor Representative working at Martha's Vineyard Investment Advisors, LLC in West Tisbury, MA and has over 11 years of experience in the finance industry. Thomas Juster 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.
Amy Kates (CRD# 1937926) is an Investment Advisor Representative working at Eagle Strategies LLC in Cotuit, MA and has over 35 years of experience in the finance industry. Amy Kates 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.
Matthew Keeling (CRD# 2629334) is an Investment Advisor Representative working at Commonwealth Financial Network in Mashpee, MA and has over 27 years of experience in the finance industry. Matthew Keeling 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.
Sean Kelly (CRD# 2777457) is an Investment Advisor Representative working at Lpl Financial LLC in Osterville, MA and has over 25 years of experience in the finance industry.
Travis Kessock (CRD# 4489503) is an Investment Advisor Representative working at Edward Jones in North Dartmouth, MA and has over 20 years of experience in the finance industry.