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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
Calvin Chicoine (CRD# 6598433) is an Investment Advisor Representative working at Ballentine Partners in Rochester, NH and has over 8 years of experience in the finance industry.
Judith Chimenti (CRD# 729565) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in North Hampton, NH and has over 42 years of experience in the finance industry.
Stephen Church (CRD# 2417452) is an Investment Advisor Representative working at Piscataqua Research Inc. in Portsmouth, NH and has over 30 years of experience in the finance industry.
Sarah Clapp (CRD# 5884280) is an Investment Advisor Representative working at Charter Oak Capital Management in Portsmouth, NH and has over 13 years of experience in the finance industry. Sarah Clapp 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.
Bradley Clark (CRD# 6499944) is an Investment Advisor Representative working at Clark Asset Management, LLC in Portsmouth, NH and has over 8 years of experience in the finance industry. Bradley Clark 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.
William Clifford (CRD# 4134347) is an Investment Advisor Representative working at Hightower Advisors, LLC in Portsmouth, NH and has over 23 years of experience in the finance industry. William Clifford 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.
John Clymer (CRD# 4741482) is an Investment Advisor Representative working at Citizens Securities, Inc. in Dover, NH and has over 20 years of experience in the finance industry.
Douglas Cobb (CRD# 4729745) is an Investment Advisor Representative working at Cobb Financial, LLC in Lee, NH and has over 20 years of experience in the finance industry. Douglas Cobb 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.
Kevin Colley (CRD# 2625968) is an Investment Advisor Representative working at Salem Advisory Group LLC in Wells, ME and has over 28 years of experience in the finance industry. Kevin Colley 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.
Holly Colvin (CRD# 4890705) is an Investment Advisor Representative working at Helm Financial Planning LLC in West Newbury, MA and has 1 year of experience in the finance industry. Holly Colvin 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.