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Distance Only White River Junction, VT
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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
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.
Sarah Brookes-Governo (CRD# 5062978) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 17 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.
Abigail Hurlburt (CRD# 4011742) 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. Abigail Hurlburt 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.
Ryan Lacroix (CRD# 5359568) is an Investment Advisor Representative working at Edward Jones in White River Junction, VT and has over 16 years of experience in the finance industry.
Heather Meeks (CRD# 5400868) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 16 years of experience in the finance industry. Heather Meeks 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.
Erik Randall (CRD# 5928929) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 9 years of experience in the finance industry.
Scott Rizzo (CRD# 6447226) is an Investment Advisor Representative working at Edward Jones in White River Junction, VT and has over 7 years of experience in the finance industry.
Andrew Schwarz (CRD# 6106248) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 9 years of experience in the finance industry.