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Distance Only Portsmouth, NH
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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
John Coombs (CRD# 1264907) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Portsmouth, NH and has over 39 years of experience in the finance industry.
Robert Creegan (CRD# 4470336) is an Investment Advisor Representative working at Creegan & Nassoura Financial Group, LLC in Portsmouth, NH and has 1 year of experience in the finance industry. Robert Creegan 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.
Wheeler Crowley (CRD# 5921708) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Portsmouth, NH and has over 12 years of experience in the finance industry.
Robert Cummins (CRD# 2518316) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Portsmouth, NH and has over 29 years of experience in the finance industry.
Gary Curtis (CRD# 1079608) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Portsmouth, NH and has over 37 years of experience in the finance industry.
Nicolas Curtis (CRD# 4934305) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Portsmouth, NH and has over 18 years of experience in the finance industry.
Timothy Dabrieo (CRD# 5408102) is an Investment Advisor Representative working at Lpl Financial LLC in Portsmouth, NH and has over 16 years of experience in the finance industry.
Lisa Dale (CRD# 1472693) is an Investment Advisor Representative working at Lpl Financial LLC in Portsmouth, NH and has over 38 years of experience in the finance industry. Lisa Dale 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.
Lawrence Day (CRD# 2209622) is an Investment Advisor Representative working at Edward Jones in Portsmouth, NH and has over 32 years of experience in the finance industry.
Carolyn Decker (CRD# 3215365) is an Investment Advisor Representative working at Lake Street Advisors in Portsmouth, NH and has over 25 years of experience in the finance industry. Carolyn Decker 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.