-
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
Austin Daugherty (CRD# 6994098) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 5 years of experience in the finance industry.
Michael Davies (CRD# 6444084) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 7 years of experience in the finance industry.
Richard Davies (CRD# 6544844) is an Investment Advisor Representative working at O'brien Wealth Partners LLC in Waltham, MA and has over 8 years of experience in the finance industry. Richard Davies 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.
Rajiv Dayal (CRD# 5341998) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 16 years of experience in the finance industry.
Leeric Daye (CRD# 4255554) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Waltham, MA and has over 23 years of experience in the finance industry.
Lee Dean (CRD# 1170819) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 33 years of experience in the finance industry.
Jayson Deangelis (CRD# 4672117) is an Investment Advisor Representative working at Ballentine Partners in Waltham, MA and has over 20 years of experience in the finance industry. Jayson Deangelis 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 Deitch (CRD# 4811074) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 16 years of experience in the finance industry.
Michael Delduchetto (CRD# 2389721) is an Investment Advisor Representative working at Excalibur Management Corp in Waltham, MA and has over 30 years of experience in the finance industry.
Frank Deleo (CRD# 1020899) is an Investment Advisor Representative working at Lpl Financial LLC in Waltham, MA and has over 41 years of experience in the finance industry.