-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Justin Davis (CRD# 5631607) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 15 years of experience in the finance industry. Justin Davis 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 Davis (CRD# 4667592) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 20 years of experience in the finance industry.
Steven Deboth (CRD# 4459388) is an Investment Advisor Representative working at Cadence Wealth Management LLC in Westborough, MA and has over 22 years of experience in the finance industry. Steven Deboth 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 Decaro (CRD# 4327489) is an Investment Advisor Representative working at Lincoln Investment in Worcester, MA and has over 18 years of experience in the finance industry.
Christopher Deeley (CRD# 5536223) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has 1 year of experience in the finance industry.
Matthew Dellovo (CRD# 6335730) is an Investment Advisor Representative working at Bfa Wealth Management in Shrewsbury, MA and has over 9 years of experience in the finance industry.
James Desrocher (CRD# 5401752) is an Investment Advisor Representative working at Keynote Financial Services, LLC in Vernon, CT and has over 16 years of experience in the finance industry.
James Diamond (CRD# 1319295) is an Investment Advisor Representative working at Commonwealth Financial Network in Greenville, RI and has over 37 years of experience in the finance industry.
Edward Dias (CRD# 2333279) is an Investment Advisor Representative working at Dias, Edward J. in Putnam, CT and has over 30 years of experience in the finance industry.
Stephen Dilanian (CRD# 5928609) is an Investment Advisor Representative working at Lpl Financial LLC in Worcester, MA and has over 8 years of experience in the finance industry.