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Distance Only Natick, 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
Adam Armstrong (CRD# 5814082) is an Investment Advisor Representative working at Withum Wealth Management in Natick, MA and has over 12 years of experience in the finance industry. Adam Armstrong 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 Bowers (CRD# 1263206) is an Investment Advisor Representative working at Venture Partners Wealth Management, LLC in Natick, MA and has over 27 years of experience in the finance industry.
Gordon Cooper (CRD# 1671301) is an Investment Advisor Representative working at Buttonwood Tree Advisors, LLC in Natick, MA and has over 28 years of experience in the finance industry.
John Diamond (CRD# 4513328) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 14 years of experience in the finance industry. John Diamond 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Leo Downing (CRD# 5215281) is an Investment Advisor Representative working at Commonwealth Financial Network in Natick, MA and has over 15 years of experience in the finance industry.
Kent Fitzpatrick (CRD# 1998842) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 34 years of experience in the finance industry.
Peter Foley (CRD# 1937634) is an Investment Advisor Representative working at Fourthpoint Advisors in Natick, MA and has over 19 years of experience in the finance industry. Peter Foley 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.
Marvin Hale (CRD# 2570871) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Natick, MA and has over 18 years of experience in the finance industry.
Bruce Hardy (CRD# 1713101) is an Investment Advisor Representative working at Asset Strategy Advisors, LLC in Natick, MA and has over 6 years of experience in the finance industry.
David Heather (CRD# 4804152) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Natick, MA and has over 15 years of experience in the finance industry.