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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
Kendra Deal (CRD# 5158955) is an Investment Advisor Representative working at Lpl Financial LLC in Laconia, NH and has over 10 years of experience in the finance industry.
Eric Delorey (CRD# 6406005) is an Investment Advisor Representative working at Edward Jones in Rochester, NH and has over 9 years of experience in the finance industry.
Gary Dionne (CRD# 2384646) is an Investment Advisor Representative working at Metlife Securities Inc. in Laconia, NH and has over 22 years of experience in the finance industry.
Richard Driscoll (CRD# 72091) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Durham, NH and has over 34 years of experience in the finance industry.
Andrea Dubuc (CRD# 5059003) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 18 years of experience in the finance industry. Andrea Dubuc 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.
Joseph Dudek (CRD# 5204159) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meredith, NH and has over 17 years of experience in the finance industry.
Sean Dumont (CRD# 3243037) is an Investment Advisor Representative working at Edward Jones in Sanford, ME and has over 24 years of experience in the finance industry.
Emily Dunford (CRD# 6388022) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 9 years of experience in the finance industry. Emily Dunford 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.
Ron Elliard (CRD# 6366977) is an Financal Advisor working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Concord, NH and has been in the business and finance industry for 20+ years.
As a Merrill Lynch Financial Advisor concentrating in family owned businesses and individual wealth, I offer exclusive access to industry-leading investment banking, financial strategies and execution to high net-worth individuals and business owners. My value to clients contemplating the sale, recapitalization, succession or divestiture of their business cannot be understated. With over 20 years of...
David Engels (CRD# 2210055) is an Investment Advisor Representative working at Engels Investment Advisors, LLC in Center Sandwich, NH and has over 29 years of experience in the finance industry.