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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
Tammy Lavertue (CRD# 2991877) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Rochester, NH and has over 26 years of experience in the finance industry.
Kevin Lawlor (CRD# 5926658) is an Investment Advisor Representative working at Edward Jones in Wolfeboro Falls, NH and has over 12 years of experience in the finance industry.
Glenn Lepene (CRD# 2628205) is an Investment Advisor Representative working at Independence Financial Advisors, LLC in Rochester, NH and has over 28 years of experience in the finance industry. Glenn Lepene 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.
Brendan Lewis (CRD# 4018373) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Laconia, NH and has over 24 years of experience in the finance industry.
Chad Liston (CRD# 4456037) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sanford, ME and has over 22 years of experience in the finance industry.
Norman Long (CRD# 4170626) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gilford, NH and has over 23 years of experience in the finance industry.
Kelly Luethje (CRD# 6425128) is an Investment Advisor Representative working at Willow Planning Group, LLC in Holderness, NH and has over 9 years of experience in the finance industry. Kelly Luethje 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 Maloney (CRD# 4556149) is an Investment Advisor Representative working at Squam Lakes Financial Advisors, LLC in Holderness, NH and has 32 years of experience in the finance industry.
Leeann Maxwell (CRD# 6464957) is an Investment Advisor Representative working at Ballentine Partners in Rochester, NH and has over 8 years of experience in the finance industry.
Susan McBournie (CRD# 6585407) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Moultonborough, NH and has over 8 years of experience in the finance industry.