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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
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.
Samuel Burns (CRD# 4866897) is an Investment Advisor Representative working at Mill Street Research in Sherborn, MA and has over 19 years of experience in the finance industry.
Eric Burt (CRD# 1257098) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Wellesley Hills, MA and has over 40 years of experience in the finance industry.
Joanna Burzynska (CRD# 5961796) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Framingham, MA and has over 12 years of experience in the finance industry.
Joseph Buscaino (CRD# 2831483) is an Investment Advisor Representative working at Wellesley Asset Management, Inc. in Wellesley, MA and has over 27 years of experience in the finance industry.
James Butler (CRD# 1056641) is an Investment Advisor Representative working at Lpl Financial LLC in Waltham, MA and has over 41 years of experience in the finance industry.
Dennis Butterfield (CRD# 819354) is an Investment Advisor Representative working at Lifemark Securities Corp. in Windham, NH and has over 40 years of experience in the finance industry.
Walter Cabot (CRD# 1532821) is an Investment Advisor Representative working at Apogee Global Advisors, Inc. in Dover, MA and has over 37 years of experience in the finance industry.
Joseph Caci (CRD# 2920963) is an Investment Advisor Representative working at Primerica Advisors in Methuen, MA and has over 26 years of experience in the finance industry.
Christopher Cahill (CRD# 4267594) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 22 years of experience in the finance industry. Christopher Cahill 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.