-
Distance Only Manchester Center, VT
-
COMPENSATION Either
-
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
Lee Spivey (CRD# 3143532) is an Investment Advisor Representative working at Wealth Management Partners, LLC in Manchester Center, VT and has over 25 years of experience in the finance industry. Lee Spivey 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.
Adam Walsh (CRD# 2371045) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 30 years of experience in the finance industry.
Peter Christenson (CRD# 7230813) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 3 years of experience in the finance industry.
James Coleman (CRD# 1662939) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Manchester Center, VT and has 1 year of experience in the finance industry.
Caralee Kennedy (CRD# 7073448) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Manchester Center, VT and has over 4 years of experience in the finance industry.
Zachary Levine (CRD# 5585848) is an Investment Advisor Representative working at Lpl Financial LLC in Manchester Center, VT and has 1 year of experience in the finance industry.