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Distance Only Pittsfield, 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
David Milligan (CRD# 1887965) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 35 years of experience in the finance industry.
Kevin O'donnell (CRD# 3003822) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsfield, MA and has over 25 years of experience in the finance industry. Kevin O'donnell 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.
Thomas Perrea (CRD# 1062362) is an Investment Advisor Representative working at Commonwealth Financial Network in Pittsfield, MA and has over 41 years of experience in the finance industry.
Corey Phillips (CRD# 6476624) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 8 years of experience in the finance industry.
Lydia Renders (CRD# 1827999) is an Investment Advisor Representative working at Moneco Advisors in Pittsfield, MA and has over 35 years of experience in the finance industry.
David Rice (CRD# 4674758) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Pittsfield, MA and has over 20 years of experience in the finance industry. David Rice 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.
James Rose (CRD# 1335376) is an Investment Advisor Representative working at Dollar & Sense in Pittsfield, MA and has over 39 years of experience in the finance industry. James Rose 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.
Craig Strassell (CRD# 5120233) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 17 years of experience in the finance industry.
Kenneth Whitestone (CRD# 1669822) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pittsfield, MA and has over 36 years of experience in the finance industry.
Michael Zamboni (CRD# 3215419) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 23 years of experience in the finance industry.