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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
Tanya Duarte (CRD# 1580250) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 29 years of experience in the finance industry.
Joseph Durell (CRD# 1438703) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Peterborough, NH and has over 27 years of experience in the finance industry.
William Durkin (CRD# 2859057) is an Investment Advisor Representative working at Monadnock Capital Partners, LLC in Newton, MA and has over 26 years of experience in the finance industry.
Thomas Dyer (CRD# 2944699) is an Investment Advisor Representative working at Lpl Financial LLC in West Boylston, MA and has over 26 years of experience in the finance industry.
David Earls (CRD# 2576800) is an Investment Advisor Representative working at Cuso Financial Services in Lunenburg, MA and has over 29 years of experience in the finance industry.
Timothy Edmond (CRD# 2340812) is an Investment Advisor Representative working at Bolton Global Asset Management in Bolton, MA and has over 25 years of experience in the finance industry.
Jonathan Edwards (CRD# 2074893) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 33 years of experience in the finance industry.
Robert Ellis (CRD# 4505867) is an Investment Advisor Representative working at Amherst Financial Group, LLC in Amherst, NH and has over 22 years of experience in the finance industry. Robert Ellis 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.
Patrick English (CRD# 2776109) is an Investment Advisor Representative working at Lpl Financial LLC in Leominster, MA and has over 27 years of experience in the finance industry.
Mark Fantasia (CRD# 2920917) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Leominster, MA and has over 26 years of experience in the finance industry.