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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
Lee Duckworth (CRD# 2097591) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 27 years of experience in the finance industry. Lee Duckworth 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 Dudzik (CRD# 6270935) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Providence, RI and has over 10 years of experience in the finance industry. Gregory Dudzik 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.
Robert Duff (CRD# 2329659) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Warwick, RI and has over 31 years of experience in the finance industry. Robert Duff 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.
Matthew Dufresne (CRD# 6717338) is an Investment Advisor Representative working at Global Retirement Partners LLC in Providence, RI and has over 6 years of experience in the finance industry.
Cheryl Dugas Ethier (CRD# 5734039) is an Investment Advisor Representative working at Sk Wealth Management, LLC in Providence, RI and has 1 year of experience in the finance industry. Cheryl Dugas Ethier 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.
Brian Dunckley (CRD# 4953453) is an Investment Advisor Representative working at Plum Pointe Wealth Management, Ltd in Providence, RI and has over 18 years of experience in the finance industry. Brian Dunckley 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.
Michael Dunn (CRD# 1028750) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Kingstown, RI and has over 39 years of experience in the finance industry. Michael Dunn 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.
Bryan Dunphy (CRD# 5780067) is an Investment Advisor Representative working at Edward Jones in Bristol, RI and has over 14 years of experience in the finance industry.
Brian Durkin (CRD# 2173007) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Providence, RI and has over 32 years of experience in the finance industry.
Sean Durkin (CRD# 4284662) is an Investment Advisor Representative working at Axis Wealth Partners, LLC in East Providence, RI and has over 23 years of experience in the finance industry.