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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
Paul Accardi (CRD# 4429381) is an Investment Advisor Representative working at Lpl Financial LLC in Newburyport, MA and has over 22 years of experience in the finance industry.
Howard Armstrong (CRD# 4644306) is an Investment Advisor Representative working at On Investment Management Co in Newburyport, MA and has over 21 years of experience in the finance industry.
Stephen Blanchette (CRD# 4316381) is an Investment Advisor Representative working at Commonwealth Financial Network in Newburyport, MA and has over 16 years of experience in the finance industry. Stephen Blanchette 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.
Robert Brandt (CRD# 1920079) is an Investment Advisor Representative working at Newedge Advisors in Newburyport, MA and has over 35 years of experience in the finance industry. Robert Brandt 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.
Beth Castantini (CRD# 6343952) is an Investment Advisor Representative working at Commonwealth Financial Network in Newburyport, MA and has over 6 years of experience in the finance industry.
Thomas Dwyer (CRD# 3051277) is an Investment Advisor Representative working at Ep Wealth Advisors in Newburyport, MA and has over 26 years of experience in the finance industry. Thomas Dwyer 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.
Todd Ehrenberg (CRD# 3004443) is an Investment Advisor Representative working at Commonwealth Financial Network in Newburyport, MA and has over 26 years of experience in the finance industry.
William Elwell (CRD# 5727034) is an Investment Advisor Representative working at Lpl Financial LLC in Newburyport, MA and has over 12 years of experience in the finance industry.
Patrick Fuller (CRD# 2680750) is an Investment Advisor Representative working at Commonwealth Financial Network in Newburyport, MA and has over 28 years of experience in the finance industry.
Paul Games (CRD# 1210502) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Newburyport, MA and has over 40 years of experience in the finance industry. Paul Games 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.