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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
Austin Hsu (CRD# 7300704) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Greenfield, MA and has over 3 years of experience in the finance industry.
Tracey John (CRD# 7670074) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has 1 year of experience in the finance industry.
Evelyn Jordan (CRD# 7073901) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Peterborough, NH and has 1 year of experience in the finance industry.
Susan Kibbe (CRD# 2888964) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Chester, VT and has over 9 years of experience in the finance industry.
Ryan Leblanc (CRD# 4991025) is an Investment Advisor Representative working at Cuso Financial Services in Lunenburg, MA and has over 18 years of experience in the finance industry.
Josephine Leise (CRD# 7404322) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Greenfield, MA and has 1 year of experience in the finance industry.
Adrian Lezcano (CRD# 7687370) is an Investment Advisor Representative working at Edward Jones in Brattleboro, VT and has 1 year of experience in the finance industry.
Elizabeth Lorenz (CRD# 6448704) is an Investment Advisor Representative working at Edward Jones in Keene, NH and has over 4 years of experience in the finance industry.
Jason Mullane (CRD# 4029276) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Athol, MA and has over 24 years of experience in the finance industry.
Kerri Nadeau (CRD# 5809459) is an Investment Advisor Representative working at Edward Jones in Fitchburg, MA and has over 3 years of experience in the finance industry.