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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
Silas Atsalis (CRD# 1423668) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, MA and has over 38 years of experience in the finance industry.
Robert Brouthers (CRD# 4127318) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Centerville, MA and has over 23 years of experience in the finance industry.
Michael Garrison (CRD# 3214538) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Centerville, MA and has over 13 years of experience in the finance industry. Michael Garrison 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.
Jeffrey Richards (CRD# 3113463) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Centerville, MA and has over 25 years of experience in the finance industry.
George Sonntag (CRD# 1394376) is an Investment Advisor Representative working at Lpl Financial LLC in Centerville, MA and has over 32 years of experience in the finance industry. George Sonntag 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.
Simion Procopenco (CRD# 7089138) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Centerville, MA and has 1 year of experience in the finance industry.
Laura Sirhal (CRD# 7239416) is an Investment Advisor Representative working at Washington Financial Group, Inc. in Centerville, MA and has 1 year of experience in the finance industry.
Mark Alexander (CRD# 2677359) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vineyard Haven, MA and has over 28 years of experience in the finance industry.
Joseph Anderson (CRD# 6353257) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.
Kathleen Anderson (CRD# 1915639) is an Investment Advisor Representative working at Sage Wealth Advisors LLC in Marion, MA and has over 31 years of experience in the finance industry.