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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
Tara Budlong (CRD# 4382596) is an Investment Advisor Representative working at Strategicpoint Investment Advisors LLC in Providence, RI and has over 13 years of experience in the finance industry.
Gayle Buff (CRD# 1960000) is an Investment Advisor Representative working at Buff Capital Management, LLC in Newton, MA and has 1 year of experience in the finance industry. Gayle Buff 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.
Kimball Bullard (CRD# 3218049) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Providence, RI and has over 24 years of experience in the finance industry.
Jason Burack (CRD# 5937085) is an Investment Advisor Representative working at Hawk Capital Management LLC in Millbury, MA and has over 12 years of experience in the finance industry.
Tom Burchell (CRD# 5457606) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 16 years of experience in the finance industry. Tom Burchell 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.
Keith Burden (CRD# 3239692) is an Investment Advisor Representative working at Citizens Securities, Inc. in Wakefield, RI and has over 24 years of experience in the finance industry.
George Burdick (CRD# 1405103) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westborough, MA and has over 31 years of experience in the finance industry. George Burdick 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 Burdick (CRD# 5083714) is an Investment Advisor Representative working at Edward Jones in Sturbridge, MA and has over 18 years of experience in the finance industry.
Maureen Burgess (CRD# 4895526) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mansfield, MA and has over 19 years of experience in the finance industry. Maureen Burgess 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.
Timothy Burgess (CRD# 4766422) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mansfield, MA and has over 20 years of experience in the finance industry.