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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
Russell Gorman (CRD# 4135156) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Lenox, MA and has over 14 years of experience in the finance industry. Russell Gorman 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.
James Hakewill (CRD# 4825778) is an Investment Advisor Representative working at Mfs Institutional Advisors Inc. in Saratoga, NY and has over 14 years of experience in the finance industry.
Francis Hanley (CRD# 1473476) is an Investment Advisor Representative working at Hanley & Associates LLC in Pittsfield, MA and has over 37 years of experience in the finance industry.
Allen Harris (CRD# 2790445) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 26 years of experience in the finance industry.
Stephanie Havens (CRD# 6336574) is an Investment Advisor Representative working at Edward Jones in Troy, NY and has over 9 years of experience in the finance industry.
Shaun Heimann (CRD# 3165176) is an Investment Advisor Representative working at Wells Fargo Advisors in Pittsfield, MA and has over 25 years of experience in the finance industry.
Timothy Holk (CRD# 1219185) is an Investment Advisor Representative working at D'arcangelo Financial Advisors, LLC in North Chatham, NY and has over 39 years of experience in the finance industry.
Jason Jeffers (CRD# 3020016) is an Investment Advisor Representative working at Esi Financial Advisors in Bennington, VT and has over 26 years of experience in the finance industry.
Jason Kastner (CRD# 3268079) is an Investment Advisor Representative working at Weatherhelm Capital Management LLC in Cambridge, NY and has over 24 years of experience in the finance industry.
Alex Kastrinakis (CRD# 6409105) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 8 years of experience in the finance industry.