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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
Heather Thompson (CRD# 6832099) is an Investment Advisor Representative working at Best Life Infinity, LLC in Walpole, NH and has over 6 years of experience in the finance industry.
Matthew Toepfer (CRD# 5765529) is an Investment Advisor Representative working at Advice And Planning Services in Hanover, NH and has over 13 years of experience in the finance industry.
Ernest Tyler (CRD# 6685920) is an Investment Advisor Representative working at Avantax Advisory Services in Lebanon, NH and has over 6 years of experience in the finance industry.
Eric Wadsworth (CRD# 5877490) is an Investment Advisor Representative working at Wadsworth & Daulaire Financial Planners in Hanover, NH and has 1 year of experience in the finance industry. Eric Wadsworth 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.
Lucy Wagner (CRD# 5305243) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 14 years of experience in the finance industry.
Robert Walker (CRD# 1458886) is an Investment Advisor Representative working at Primerica Advisors in Springfield, VT and has over 38 years of experience in the finance industry.
Julianne Wolfe (CRD# 4240527) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New London, NH and has over 23 years of experience in the finance industry.
Michael Bechtold (CRD# 7389689) is an Investment Advisor Representative working at Hager Investment Management Services, LLC in New London, NH and has over 2 years of experience in the finance industry.
Joseph Bragdon (CRD# 7820520) is an Investment Advisor Representative working at Montis Financial, LLC in Woodstock, VT and has 1 year of experience in the finance industry.
Simon Cote (CRD# 7815129) is an Investment Advisor Representative working at Avantax Advisory Services in Lebanon, NH and has 1 year of experience in the finance industry.