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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
Christina Larson (CRD# 2267798) is an Investment Advisor Representative working at Larson Financial Planning, Inc. in Winchester, MA and has over 31 years of experience in the finance industry. Christina Larson 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.
Weidong Li (CRD# 2459165) is an Investment Advisor Representative working at Winn Capital Management, LLC in Winchester, MA and has 1 year of experience in the finance industry.
James Lister (CRD# 5350592) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 16 years of experience in the finance industry.
David Maher (CRD# 4173004) is an Investment Advisor Representative working at Commonwealth Financial Network in Winchester, MA and has over 23 years of experience in the finance industry.
Michael Martone (CRD# 2298731) is an Investment Advisor Representative working at Commonwealth Financial Network in Winchester, MA and has over 30 years of experience in the finance industry.
Kimberly Miles (CRD# 4570141) is an Investment Advisor Representative working at Eagle Strategies LLC in Winchester, MA and has over 21 years of experience in the finance industry.
Carolyn Nolan (CRD# 4825440) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Winchester, MA and has over 19 years of experience in the finance industry. Carolyn Nolan 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.
Robert Shepherd (CRD# 1844029) is an Investment Advisor Representative working at Lpl Financial LLC in Winchester, MA and has over 35 years of experience in the finance industry. Robert Shepherd 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 Shepherd (CRD# 6618941) is an Investment Advisor Representative working at Shepherd Financial Partners, LLC in Winchester, MA and has over 6 years of experience in the finance industry.
Thurman Smith (CRD# 4756361) is an Investment Advisor Representative working at Equity Fund Research, LLC in Winchester, MA and has 1 year of experience in the finance industry.