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Distance Only Marblehead, MA
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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
Lawrence Albert (CRD# 5985366) is an Investment Advisor Representative working at Commonwealth Financial Network in Marblehead, MA and has over 12 years of experience in the finance industry. Lawrence Albert 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.
Jac Bentley (CRD# 3075676) is an Investment Advisor Representative working at Bentley Wealth Management, LLC in Marblehead, MA and has over 25 years of experience in the finance industry.
Richard Boutin (CRD# 2940916) is an Investment Advisor Representative working at Moody Aldrich Partners, LLC in Marblehead, MA and has over 17 years of experience in the finance industry.
Kaitlyn Carlson (CRD# 6075785) is an Investment Advisor Representative working at Theory Planning Partners in Marblehead, MA and has over 10 years of experience in the finance industry. Kaitlyn Carlson 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 Case Jr. (CRD# 2091256) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Marblehead, MA and has over 33 years of experience in the finance industry.
Robert Deiana (CRD# 2973634) is an Investment Advisor Representative working at Lighthouse Financial, LLC in Marblehead, MA and has over 17 years of experience in the finance industry.
Christopher Dowley (CRD# 1556908) is an Investment Advisor Representative working at Fourstar Wealth Advisors, LLC in Marblehead, MA and has over 37 years of experience in the finance industry.
David Dugan (CRD# 1024104) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marblehead, MA and has over 42 years of experience in the finance industry. David Dugan 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.
Maura Flaherty (CRD# 6860059) is an Investment Advisor Representative working at Commonwealth Financial Network in Marblehead, MA and has 1 year of experience in the finance industry.
Gerald Gerson (CRD# 2634275) is an Investment Advisor Representative working at Gerson Wealth Management, LLC in Marblehead, MA and has 1 year of experience in the finance industry.