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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
Christopher Smiles (CRD# 1016621) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, VT and has over 41 years of experience in the finance industry.
Katherine Adams (CRD# 4171657) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 23 years of experience in the finance industry.
Michael Adrian (CRD# 2285905) is an Investment Advisor Representative working at Archer Investment Corporation in Townshend, VT and has over 21 years of experience in the finance industry.
Jessica Anderson (CRD# 1579811) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 37 years of experience in the finance industry. Jessica Anderson 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.
Richard Anderson (CRD# 5295717) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Walpole, NH and has over 17 years of experience in the finance industry.
Joseph Bartell (CRD# 5657309) is an Investment Advisor Representative working at Ubs Financial Services Inc. in West Lebanon, NH and has over 9 years of experience in the finance industry.
Scott Beckman (CRD# 4165631) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Lebanon, NH and has over 17 years of experience in the finance industry.
Andrew Beresford (CRD# 5303702) is an Investment Advisor Representative working at Manchester Capital Management LLC in Manchester, VT and has over 17 years of experience in the finance industry.
Robert Bizek (CRD# 1163641) is an Investment Advisor Representative working at Summit Investments LLC in Dorset, VT and has over 40 years of experience in the finance industry.
David Bogonovich (CRD# 4553947) is an Investment Advisor Representative working at Centurion Wealth Management in Dorset, VT and has 1 year of experience in the finance industry.