-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
David Grey (CRD# 4733223) is an Investment Advisor Representative working at Family Fiduciary Services, Inc. in Beverly, MA and has over 20 years of experience in the finance industry.
Walter Hartford (CRD# 6989591) is an Investment Advisor Representative working at Edward Jones in Beverly, MA and has over 5 years of experience in the finance industry.
Andrew Kirk (CRD# 4718770) is an Investment Advisor Representative working at Lpl Financial LLC in Beverly, MA and has over 20 years of experience in the finance industry. Andrew Kirk 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 Kozak (CRD# 4181027) is an Investment Advisor Representative working at Bluedoor Private Wealth, LLC in Beverly, MA and has over 23 years of experience in the finance industry. Michael Kozak 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.
Paul La Greca (CRD# 4301439) is an Investment Advisor Representative working at Lpl Financial LLC in Beverly, MA and has over 21 years of experience in the finance industry.
Jeffrey Lacross (CRD# 5425999) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Beverly, MA and has 1 year of experience in the finance industry. Jeffrey Lacross 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.
Karen Leland (CRD# 4458025) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beverly, MA and has over 20 years of experience in the finance industry.
David Lemons (CRD# 2186961) is an Investment Advisor Representative working at Alapocas Investment Partners, Inc. in Beverly, MA and has over 32 years of experience in the finance industry.
Deborah Littlefield (CRD# 1430463) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Beverly, MA and has over 38 years of experience in the finance industry.
Frederick McDonald (CRD# 5135064) is an Investment Advisor Representative working at Us Advisory Group in Beverly, MA and has over 14 years of experience in the finance industry.