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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
Thomas Macpherson (CRD# 6579851) is an Investment Advisor Representative working at Nintai Investments LLC in Warren, NH and has over 8 years of experience in the finance industry.
Bruce McLaren (CRD# 3029115) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Sugar Hill, NH and has over 25 years of experience in the finance industry.
James Milne (CRD# 2358140) is an Investment Advisor Representative working at Milne Financial Planning, Inc. in Saint Johnsbury, VT and has over 30 years of experience in the finance industry. James Milne 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.
Michael Newell (CRD# 2947643) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Danville, VT and has over 26 years of experience in the finance industry.
Kevin Obrien (CRD# 815716) is an Investment Advisor Representative working at Creative Financial Strategies, Inc. in Littleton, NH and has over 31 years of experience in the finance industry.
Denise Palmer (CRD# 2812510) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Barre, VT and has over 27 years of experience in the finance industry.
William Patno (CRD# 2651502) is an Investment Advisor Representative working at Lpl Financial LLC in Barre, VT and has over 22 years of experience in the finance industry. William Patno 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.
Elijah Pell (CRD# 6529932) is an Investment Advisor Representative working at Edward Jones in Barre, VT and has over 7 years of experience in the finance industry.
William Pikul (CRD# 7079089) is an Investment Advisor Representative working at Edward Jones in Barre, VT and has over 4 years of experience in the finance industry.
Joseph Preddy (CRD# 2579973) is an Investment Advisor Representative working at Lpl Financial LLC in Barre, VT and has over 29 years of experience in the finance industry. Joseph Preddy 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.