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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
Jessica Fuller (CRD# 2896690) is an Investment Advisor Representative working at Edward Jones in Walpole, NH and has over 8 years of experience in the finance industry.
Carmel Furtado (CRD# 1265467) is an Investment Advisor Representative working at Bay Colony Advisors in Dorset, VT and has over 39 years of experience in the finance industry.
Michael Gardner (CRD# 4675323) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Manchester, VT and has over 20 years of experience in the finance industry.
David Gates (CRD# 1464282) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manchester Center, VT and has over 38 years of experience in the finance industry. David Gates 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.
Samuel Groom (CRD# 3127278) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 25 years of experience in the finance industry.
William Hadden (CRD# 1070301) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Manchester Center, VT and has over 40 years of experience in the finance industry.
Shawn Hadwen (CRD# 4003027) is an Investment Advisor Representative working at Edward Jones in Fair Haven, VT and has over 24 years of experience in the finance industry.
John Hamilton (CRD# 1318365) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 39 years of experience in the finance industry.
Thomas Hartman (CRD# 4099207) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 24 years of experience in the finance industry. Thomas Hartman 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.
Donald Hubert (CRD# 1024427) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Rutland, VT and has over 24 years of experience in the finance industry.