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Distance Only Farmington, CT
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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
Jonathan Andrews (CRD# 5700961) is an Investment Advisor Representative working at Lpl Financial LLC in Farmington, CT and has over 14 years of experience in the finance industry.
Christopher Annello (CRD# 5998570) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Farmington, CT and has over 12 years of experience in the finance industry. Christopher Annello 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.
Lawrence Annello (CRD# 4650103) is an Investment Advisor Representative working at Sagebroadview Wealth Management, LLC in Farmington, CT and has 1 year of experience in the finance industry. Lawrence Annello 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.
Hayriye Aslan (CRD# 5893099) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Farmington, CT and has over 12 years of experience in the finance industry.
Christian Auger (CRD# 3225802) is an Investment Advisor Representative working at New England Asset Management, Inc. in Farmington, CT and has over 24 years of experience in the finance industry.
Vernon Baker (CRD# 2330904) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Farmington, CT and has over 29 years of experience in the finance industry.
Daniel Ballou (CRD# 6005113) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 10 years of experience in the finance industry. Daniel Ballou 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.
Gregory Balogh (CRD# 4407347) is an Investment Advisor Representative working at Park Avenue Securities LLC in Farmington, CT and has over 20 years of experience in the finance industry.
Joseph Bannon (CRD# 3129595) is an Investment Advisor Representative working at Commonwealth Financial Network in Farmington, CT and has over 24 years of experience in the finance industry. Joseph Bannon 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.
Jennifer Barry (CRD# 2620645) is an Investment Advisor Representative working at Connecticut Wealth Management, LLC in Farmington, CT and has over 25 years of experience in the finance industry. Jennifer Barry 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.