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Distance Only Kennebunk, ME
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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
Karrie Shaw (CRD# 4167666) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Kennebunk, ME and has over 22 years of experience in the finance industry.
Paul Toole (CRD# 6444045) is an Investment Advisor Representative working at Edward Jones in Kennebunk, ME and has over 8 years of experience in the finance industry.
Stephen Trottier (CRD# 2009449) is an Investment Advisor Representative working at Lpl Financial LLC in Kennebunk, ME and has over 34 years of experience in the finance industry.
Timothy Urban (CRD# 3129473) is an Investment Advisor Representative working at Lpl Financial LLC in Kennebunk, ME and has over 25 years of experience in the finance industry. Timothy Urban 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.
Leslie Whitney (CRD# 1237514) is an Investment Advisor Representative working at Fiducient Advisors LLC in Kennebunk, ME and has over 28 years of experience in the finance industry.
Andrea Williamson (CRD# 4153228) is an Investment Advisor Representative working at Edward Jones in Kennebunk, ME and has over 23 years of experience in the finance industry.
Ryan Masteller (CRD# 7576075) is an Investment Advisor Representative working at Nfp Retirement Inc. in Kennebunk, ME and has 1 year of experience in the finance industry.