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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
Valerie Brown (CRD# 5123562) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 18 years of experience in the finance industry.
Martha Cottrill (CRD# 1399313) is an Investment Advisor Representative working at Mariner Wealth in New London, NH and has over 30 years of experience in the finance industry.
Luca D Italia (CRD# 5710950) is an Investment Advisor Representative working at Independence Financial Advisors, LLC in Franklin, NH and has over 14 years of experience in the finance industry. Luca D Italia 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.
Taryn Dawson (CRD# 6038155) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 10 years of experience in the finance industry.
Kendra Deal (CRD# 5158955) is an Investment Advisor Representative working at Lpl Financial LLC in Laconia, NH and has over 10 years of experience in the finance industry.
Gary Dionne (CRD# 2384646) is an Investment Advisor Representative working at Metlife Securities Inc. in Laconia, NH and has over 22 years of experience in the finance industry.
Deborah Doucet (CRD# 4780023) is an Investment Advisor Representative working at Saco River Financial Planning in Bartlett, NH and has over 19 years of experience in the finance industry. Deborah Doucet 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.
Richard Driscoll (CRD# 72091) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Durham, NH and has over 34 years of experience in the finance industry.
Andrea Dubuc (CRD# 5059003) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 18 years of experience in the finance industry. Andrea Dubuc 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.
Emily Dunford (CRD# 6388022) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 9 years of experience in the finance industry. Emily Dunford 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.