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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
Michael Hepworth (CRD# 2448444) is an Investment Advisor Representative working at Hepworth Equity Partners, LLC in Wolfeboro, NH and has over 30 years of experience in the finance industry.
Stephen Hopkins (CRD# 4730599) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 7 years of experience in the finance industry.
Susan John (CRD# 1830060) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 36 years of experience in the finance industry. Susan John 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.
Matthew Krause (CRD# 5739390) is an Investment Advisor Representative working at William J. Krause Cpa, P.c. in Wolfeboro, NH and has 1 year of experience in the finance industry.
William Krause (CRD# 5739378) is an Investment Advisor Representative working at William J. Krause Cpa, P.c. in Wolfeboro, NH and has 1 year of experience in the finance industry.
Andrew Kustas (CRD# 4582589) is an Investment Advisor Representative working at White Pine Investments in Wolfeboro, NH and has over 23 years of experience in the finance industry.
Daosith Lemay (CRD# 4849794) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 19 years of experience in the finance industry. Daosith Lemay 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.
Heather Long (CRD# 6359338) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has 1 year of experience in the finance industry. Heather Long 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.
Kristen Madden (CRD# 1629153) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 36 years of experience in the finance industry.
Brian McGuigan (CRD# 4008326) is an Investment Advisor Representative working at Mcguigan Financial, LLC in Wolfeboro, NH and has over 24 years of experience in the finance industry. Brian McGuigan 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.