-
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
Heidi Clute (CRD# 1010224) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 36 years of experience in the finance industry. Heidi Clute 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 Colbert (CRD# 1444458) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Berlin, VT and has over 37 years of experience in the finance industry.
Leo Connolly (CRD# 1138454) is an Investment Advisor Representative working at Edward Jones in Randolph, VT and has over 37 years of experience in the finance industry.
Timothy Cope (CRD# 1039310) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 31 years of experience in the finance industry.
Douglas Dailey (CRD# 2891357) is an Investment Advisor Representative working at Champlain Valley Financial Services, LLC in Williston, VT and has over 26 years of experience in the finance industry.
Denise Dalton (CRD# 4629516) is an Investment Advisor Representative working at M. Kraus & Company in Shelburne, VT and has over 23 years of experience in the finance industry.
Jody Davignon (CRD# 5658862) is an Investment Advisor Representative working at Farrow Financial Inc. in Randolph, VT and has 1 year of experience in the finance industry. Jody Davignon 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.
Alison Davis (CRD# 6911640) is an Investment Advisor Representative working at Quantum Leap Capital, LLC in South Burlington, VT and has over 5 years of experience in the finance industry.
John Davis (CRD# 4307361) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 22 years of experience in the finance industry. John 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.
Sheryl Davis (CRD# 2247621) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Williston, VT and has over 27 years of experience in the finance industry.