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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
Gail Conley (CRD# 1901949) is an Investment Advisor Representative working at Lpl Financial LLC in Augusta, ME and has over 7 years of experience in the finance industry.
Peter Coopersmith (CRD# 1256315) is an Investment Advisor Representative working at Commonwealth Financial Network in Waldoboro, ME and has over 29 years of experience in the finance industry.
Robert Corey (CRD# 4482727) is an Investment Advisor Representative working at Stewardship Financial Plainning, LLC in Readfield, ME and has 1 year of experience in the finance industry. Robert Corey 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 Cron (CRD# 4687348) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Alna, ME and has over 20 years of experience in the finance industry. William Cron 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.
Tracy Cunning (CRD# 4120317) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manchester, ME and has over 5 years of experience in the finance industry.
Kenneth Daley (CRD# 1835993) is an Investment Advisor Representative working at Azimuth Capital Management, LLC in Winthrop, ME and has over 15 years of experience in the finance industry.
Jon-wesley Davis (CRD# 5816745) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Auburn, ME and has over 14 years of experience in the finance industry.
Leverett Davis (CRD# 717867) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Damariscotta, ME and has over 34 years of experience in the finance industry.
Melinda Davis (CRD# 2859112) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Auburn, ME and has over 24 years of experience in the finance industry. Melinda Davis 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.
Tara Davis (CRD# 5452181) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Auburn, ME and has over 16 years of experience in the finance industry.