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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
Peter Doyle (CRD# 6406326) is an Investment Advisor Representative working at Edward Jones in Amesbury, MA and has over 9 years of experience in the finance industry.
Kathryn Drew (CRD# 2417906) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 30 years of experience in the finance industry.
Nicholas Drew (CRD# 5672296) is an Investment Advisor Representative working at Capital Design Private Wealth LLC in Portsmouth, NH and has over 14 years of experience in the finance industry.
Diane Dubois (CRD# 1565517) is an Investment Advisor Representative working at Integrated Wealth Management, LLC in Portsmouth, NH and has over 8 years of experience in the finance industry.
Robert Dufour (CRD# 1015472) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Exeter, NH and has over 33 years of experience in the finance industry.
Lisa Dugan (CRD# 2979629) is an Investment Advisor Representative working at Secure Planning in Portsmouth, NH and has over 25 years of experience in the finance industry. Lisa Dugan 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.
Andrew Dupee (CRD# 4558538) is an Investment Advisor Representative working at Howland Capital Management LLC in Boston, MA and has 1 year 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.
William Dwyer (CRD# 6795420) is an Investment Advisor Representative working at Safford Nicholas H & Co Inc. in Rockport, MA and has over 7 years of experience in the finance industry.
Scott Earwood (CRD# 6246158) is an Investment Advisor Representative working at Edward Jones in Stratham, NH and has over 10 years of experience in the finance industry.