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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
Eric Delorey (CRD# 6406005) is an Investment Advisor Representative working at Edward Jones in Rochester, NH and has over 9 years of experience in the finance industry.
Richard Driscoll (CRD# 72091) is an Investment Advisor Representative working at Securities America Advisors, Inc. in New Durham, NH and has over 34 years of experience in the finance industry.
Andrea Dubuc (CRD# 5059003) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 18 years of experience in the finance industry. Andrea Dubuc 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.
Emily Dunford (CRD# 6388022) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 9 years of experience in the finance industry. Emily Dunford 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.
Ron Elliard (CRD# 6366977) is an Financal Advisor working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Concord, NH and has been in the business and finance industry for 20+ years.
As a Merrill Lynch Financial Advisor concentrating in family owned businesses and individual wealth, I offer exclusive access to industry-leading investment banking, financial strategies and execution to high net-worth individuals and business owners. My value to clients contemplating the sale, recapitalization, succession or divestiture of their business cannot be understated. With over 20 years of...
David Engels (CRD# 2210055) is an Investment Advisor Representative working at Engels Investment Advisors, LLC in Center Sandwich, NH and has over 29 years of experience in the finance industry.
Timothy Fitzbag (CRD# 2939172) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Gilford, NH and has over 26 years of experience in the finance industry.
Michael Fraser (CRD# 6096434) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rochester, NH and has over 11 years of experience in the finance industry.
Landon Fritch (CRD# 6352335) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Wolfeboro, NH and has over 7 years of experience in the finance industry. Landon Fritch 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 Gagne (CRD# 1941563) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Durham, NH and has over 35 years of experience in the finance industry.