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Distance Only Harvard, 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
Dana Gilpatrick (CRD# 5409450) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Harvard, MA and has over 16 years of experience in the finance industry.
Jill Hennessey (CRD# 5860404) is an Investment Advisor Representative working at Drumlin Financial Advisory in Harvard, MA and has over 13 years of experience in the finance industry. Jill Hennessey 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.
Anthony Luzzi (CRD# 2032138) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Harvard, MA and has over 34 years of experience in the finance industry.
Michael Morton (CRD# 6920355) is an Investment Advisor Representative working at Morton Financial Advice LLC in Harvard, MA and has over 5 years of experience in the finance industry.
John Owings (CRD# 354745) is an Investment Advisor Representative working at Commonwealth Financial Network in Nashua, NH and has over 39 years of experience in the finance industry. John Owings 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.
Rebecca Peterson (CRD# 4482968) is an Investment Advisor Representative working at Commonwealth Financial Network in Nashua, NH and has over 21 years of experience in the finance industry.
Eric Sechman (CRD# 5237126) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Harvard, MA and has over 17 years of experience in the finance industry.