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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
David Hathaway (CRD# 5838143) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 11 years of experience in the finance industry.
Michael Hulett (CRD# 2400340) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plymouth, MA and has over 30 years of experience in the finance industry.
Richard Johnson (CRD# 260084) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Plymouth, MA and has over 34 years of experience in the finance industry.
Todd Johnston (CRD# 1542559) is an Investment Advisor Representative working at 1620 Investment Advisors, Inc. in Plymouth, MA and has over 28 years of experience in the finance industry.
Harley Kaplan (CRD# 1195219) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plymouth, MA and has over 40 years of experience in the finance industry. Harley Kaplan 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.
Mark Kenney (CRD# 5844639) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 13 years of experience in the finance industry. Mark Kenney 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.
David Layte (CRD# 6072876) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 11 years of experience in the finance industry.
Susan Lowry (CRD# 604115) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Plymouth, MA and has over 37 years of experience in the finance industry.
Marci Lucier (CRD# 4170223) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 23 years of experience in the finance industry.
William Malagodi (CRD# 5588753) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 9 years of experience in the finance industry.