Distance Only North Chelmsford, MA
- 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
Shawn Limerick (CRD# 2367513) is an Investment Advisor Representative working at Lpl Financial LLC in Waltham, MA and has over 26 years of experience in the finance industry. Shawn Limerick 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.
Tristaan Petullo (CRD# 2628449) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in North Chelmsford, MA and has over 24 years of experience in the finance industry.