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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
Steven Allman (CRD# 7006724) is an Investment Advisor Representative working at Bcd Advisors in Charleston, ME and has over 5 years of experience in the finance industry.
Philip Barb (CRD# 4457910) is an Investment Advisor Representative working at Edward Jones in Orono, ME and has over 22 years of experience in the finance industry.
Amanda Bost (CRD# 2751157) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brewer, ME and has over 27 years of experience in the finance industry.
Joel Brotherton (CRD# 4749839) is an Investment Advisor Representative working at Principal Securities, Inc. in Surry, ME and has over 20 years of experience in the finance industry.
Scott Carter (CRD# 1440879) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Hampden, ME and has over 38 years of experience in the finance industry.
James Clifford (CRD# 1419478) is an Investment Advisor Representative working at Royal Fund Management, LLC in Brewer, ME and has over 38 years of experience in the finance industry.
Thomas Duff (CRD# 2265245) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brewer, ME and has over 26 years of experience in the finance industry.
Douglas Dulac (CRD# 1411702) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Carmel, ME and has over 25 years of experience in the finance industry.
Paul Dyer (CRD# 3131390) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Hampden, ME and has over 18 years of experience in the finance industry.
Patricia Freiwald (CRD# 5501795) is an Investment Advisor Representative working at Lpl Financial LLC in Orono, ME and has over 15 years of experience in the finance industry. Patricia Freiwald 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.