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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
Nancy Von Stackelberg (CRD# 820209) is an Investment Advisor Representative working at Radius Wealth Management, Inc. in Duxbury, MA and has over 29 years of experience in the finance industry. Nancy Von Stackelberg 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 Whelpley (CRD# 2904000) is an Investment Advisor Representative working at Lpl Financial LLC in Duxbury, MA and has over 26 years of experience in the finance industry.
Matthew Williams (CRD# 6109437) is an Investment Advisor Representative working at Impact Advisors Group in Duxbury, MA and has over 11 years of experience in the finance industry. Matthew Williams 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.
Colby Hesson (CRD# 6899286) is an Investment Advisor Representative working at Lpl Financial LLC in Duxbury, MA and has over 4 years of experience in the finance industry.
Hari Krishnan (CRD# 4490414) is an Investment Advisor Representative working at Sandk Advisors LLC in Duxbury, MA and has over 19 years of experience in the finance industry.
Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 32 years of experience in the finance industry.
Virginia Aaron (CRD# 5046672) is an Investment Advisor Representative working at Lido in Boston, MA and has over 17 years of experience in the finance industry.
Gregory Abate (CRD# 5158798) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 17 years of experience in the finance industry.
Antony Abbiati (CRD# 2931470) is an Investment Advisor Representative working at Scs Capital Management LLC in Boston, MA and has over 26 years of experience in the finance industry.
James Abbott (CRD# 4927658) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 11 years of experience in the finance industry.