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Distance Only Concord, MA
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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
Matthew Hollister (CRD# 2562039) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 7 years of experience in the finance industry.
John Hughes (CRD# 1238851) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 37 years of experience in the finance industry.
Helen Jamieson (CRD# 7039476) is an Investment Advisor Representative working at Radius Capital Management, LLC in Concord, MA and has 1 year of experience in the finance industry.
Robert Kea (CRD# 6908997) is an Investment Advisor Representative working at Greenport Capital Advisors in Concord, MA and has 1 year of experience in the finance industry.
Christopher Kolker (CRD# 3266922) is an Investment Advisor Representative working at Bay Colony Advisors in Concord, MA and has over 24 years of experience in the finance industry. Christopher Kolker 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.
Charles Lawson (CRD# 4722080) is an Investment Advisor Representative working at Heritage Financial Network, Inc. in Concord, MA and has 1 year of experience in the finance industry. Charles Lawson 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.
James Lawson (CRD# 4722084) is an Investment Advisor Representative working at Heritage Financial Network, Inc. in Concord, MA and has 1 year of experience in the finance industry.
Geoffrey McCarthy (CRD# 4617462) is an Investment Advisor Representative working at Commonwealth Financial Network in Concord, MA and has over 20 years of experience in the finance industry.
Margaret McGillin (CRD# 5095058) is an Investment Advisor Representative working at Journey Financial Planners, LLC in Concord, MA and has over 9 years of experience in the finance industry.
Lee McGowan (CRD# 3070341) is an Investment Advisor Representative working at Monument Group Wealth Advisors, LLC in Concord, MA and has over 25 years of experience in the finance industry. Lee McGowan 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.