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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
Patricia Flagg (CRD# 3151931) is an Investment Advisor Representative working at Avantax Advisory Services in Farmingdale, ME and has over 25 years of experience in the finance industry.
Lori Gervais (CRD# 4512295) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in China, ME and has over 20 years of experience in the finance industry.
Carol Gilbert-Tondreau (CRD# 2793211) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Augusta, ME and has over 27 years of experience in the finance industry.
Blaine Guido (CRD# 6899579) is an Investment Advisor Representative working at Edward Jones in Manchester, ME and has over 6 years of experience in the finance industry.
Carl Hanson (CRD# 5228188) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in South Portland, ME and has over 16 years of experience in the finance industry. Carl Hanson 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.
Troy Knowlan (CRD# 2951428) is an Investment Advisor Representative working at Compass Capital Corporation in Winthrop, ME and has over 25 years of experience in the finance industry.
James Lowell (CRD# 7078051) is an Investment Advisor Representative working at J.m. Arbour, LLC in Gardiner, ME and has over 5 years of experience in the finance industry.
Julie Lucas (CRD# 5317608) is an Investment Advisor Representative working at Edward Jones in Hallowell, ME and has over 16 years of experience in the finance industry.
Jason Macdonald (CRD# 4685242) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Augusta, ME and has over 20 years of experience in the finance industry.
Ethan Masterman (CRD# 4513996) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Skowhegan, ME and has over 18 years of experience in the finance industry.