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Distance Only Mashpee, 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
Brooks Bartlett (CRD# 13976) is an Investment Advisor Representative working at Commonwealth Financial Network in Mashpee, MA and has over 38 years of experience in the finance industry.
Robert Clower (CRD# 2179638) is an Investment Advisor Representative working at Lpl Financial LLC in Mashpee, MA and has over 32 years of experience in the finance industry.
Annette Crowley (CRD# 2764390) is an Investment Advisor Representative working at Lpl Financial LLC in Mashpee, MA and has over 27 years of experience in the finance industry.
Edward Eastman (CRD# 2561835) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Mashpee, MA and has over 6 years of experience in the finance industry.
David Harmon (CRD# 1505722) is an Investment Advisor Representative working at Equitable Advisors, LLC in Mashpee, MA and has over 36 years of experience in the finance industry.
Matthew Keeling (CRD# 2629334) is an Investment Advisor Representative working at Commonwealth Financial Network in Mashpee, MA and has over 27 years of experience in the finance industry. Matthew Keeling 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.
Christopher Nichols (CRD# 1339640) is an Investment Advisor Representative working at Nichols Investment Advisory Services in Mashpee, MA and has over 38 years of experience in the finance industry.
Susan Roman (CRD# 6281414) is an Investment Advisor Representative working at Roman Retirement Planning, LLC in Mashpee, MA and has over 10 years of experience in the finance industry. Susan Roman 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 Ryan (CRD# 1291998) is an Investment Advisor Representative working at Commonwealth Financial Network in Mashpee, MA and has over 27 years of experience in the finance industry.