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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
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.
Christopher Connelly (CRD# 4170804) is an Investment Advisor Representative working at Commonwealth Financial Network in West Newbury, MA and has over 20 years of experience in the finance industry.
Nicholas Consoles (CRD# 1406586) is an Investment Advisor Representative working at Gradient Advisors, LLC in Hampton, NH and has over 31 years of experience in the finance industry.
Henry Cooley (CRD# 2362722) is an Investment Advisor Representative working at Lpl Financial LLC in Madbury, NH and has over 30 years of experience in the finance industry.
John Coombs (CRD# 1264907) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Portsmouth, NH and has over 39 years of experience in the finance industry.
Stephen Coopersmith (CRD# 6164631) is an Investment Advisor Representative working at Newedge Advisors in Exeter, NH and has over 10 years of experience in the finance industry. Stephen Coopersmith 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.
Cynthia Courtney (CRD# 2788788) is an Investment Advisor Representative working at Advisory Services Network in North Hampton, NH and has over 27 years of experience in the finance industry. Cynthia Courtney 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 Cox (CRD# 1251735) is an Investment Advisor Representative working at Cox Capital Management LLC in Andover, MA and has over 32 years of experience in the finance industry.
Cox Capital Management LLC provides institutional quality money management to individuals, families and non-profits. Our approach is preservation of capital, income and risk-control. Our flagship product is our CCM Income & Growth portfolio which consists of individual securities and is based on diligent research and in many cases, face to face meetings with company managements. We also offer a number of other...
Glenn Cray (CRD# 5184058) is an Investment Advisor Representative working at Moloney Securities Asset Management LLC in Epping, NH and has over 17 years of experience in the finance industry.
Robert Creegan (CRD# 4470336) is an Investment Advisor Representative working at Creegan & Nassoura Financial Group, LLC in Portsmouth, NH and has 1 year of experience in the finance industry. Robert Creegan 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.