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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
Peter Burbank (CRD# 846030) is an Investment Advisor Representative working at Wells Fargo Advisors in Wellesley, MA and has over 40 years of experience in the finance industry.
Tom Burchell (CRD# 5457606) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 16 years of experience in the finance industry. Tom Burchell 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.
George Burdick (CRD# 1405103) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Westborough, MA and has over 31 years of experience in the finance industry. George Burdick 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.
Jeffrey Burdick (CRD# 5083714) is an Investment Advisor Representative working at Edward Jones in Sturbridge, MA and has over 18 years of experience in the finance industry.
David Burg (CRD# 4587349) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 13 years of experience in the finance industry.
Edward Burke (CRD# 2831897) is an Investment Advisor Representative working at Lpl Financial LLC in Westborough, MA and has over 27 years of experience in the finance industry.
Katherine Burke (CRD# 5322910) is an Investment Advisor Representative working at Fiduciary Trust International, LLC in Lincoln, MA and has over 2 years of experience in the finance industry.
Matthew Burke (CRD# 1853516) is an Investment Advisor Representative working at Commonwealth Financial Network in Waltham, MA and has over 31 years of experience in the finance industry. Matthew Burke 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 Burke (CRD# 3143855) is an Investment Advisor Representative working at Principal Securities, Inc. in Hopkinton, MA and has over 25 years of experience in the finance industry.
Daniel Burnham (CRD# 2893446) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wellesley Hills, MA and has over 17 years of experience in the finance industry.