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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
Scott Brogan (CRD# 2796810) is an Investment Advisor Representative working at Primerica Advisors in Lynn, MA and has over 27 years of experience in the finance industry.
Lurie Davis (CRD# 1610922) is an Investment Advisor Representative working at Lurie Davis Wealth Management LLC in Lynn, MA and has over 26 years of experience in the finance industry.
David Dorgan (CRD# 6750999) is an Investment Advisor Representative working at Commonwealth Financial Network in Lynn, MA and has 1 year of experience in the finance industry.
Kimberley Feeney Zollo (CRD# 2824170) is an Investment Advisor Representative working at Essex Capital Management in Lynn, MA and has over 16 years of experience in the finance industry. Kimberley Feeney Zollo 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 Thomas (CRD# 5239983) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lynn, MA and has over 17 years of experience in the finance industry.
Jessica Loughnane (CRD# 6028389) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lynn, MA and has over 4 years of experience in the finance industry.
Nancy Aadalen (CRD# 2086353) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 31 years of experience in the finance industry.
Virginia Aaron (CRD# 5046672) is an Investment Advisor Representative working at Lido in Boston, MA and has over 17 years of experience in the finance industry.
Gregory Abate (CRD# 5158798) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 17 years of experience in the finance industry.