Distance Metro area (25 miles)
- 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
Ronald Kent (CRD# 728447) is an Investment Advisor Representative working at Spinnaker Asset Management Inc. in Warwick, RI and has over 36 years of experience in the finance industry. This firm specializes in portfolio design, equity and fixed income strategies, investment management and financial planning and counselling.
Edward Careau (CRD# 1755144) is an Investment Advisor Representative working at Bolton Global Asset Management in Woonsocket, RI and has over 29 years of experience in the finance industry.
Frederick Wysocki (CRD# 5678734) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Woonsocket, RI and has over 7 years of experience in the finance industry.
Rick Campbell (CRD# 4566472) is an Investment Advisor Representative and President of Financial Independence, LLC. He has over 15 years of experience in the finance industry and is a Chartered Financial Consultant (ChFC®), the highest standard of knowledge and trust in financial planning.
While working in the corporate arena, many of Rick's friends approached him during the stock market crash of 2000 — 2001, asking for a second opinion on their investment portfolios. Upon review, he suggested they seek the advice of a professional advisor. To his surprise, most of them were already working with...