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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 Babic (CRD# 5824377) is an Investment Advisor Representative working at Edward Jones in Barre, VT and has over 13 years of experience in the finance industry.
Joseph Bartell (CRD# 5657309) is an Investment Advisor Representative working at Ubs Financial Services Inc. in West Lebanon, NH and has over 9 years of experience in the finance industry.
Eric Becker (CRD# 2641732) is an Investment Advisor Representative working at Clean Yield Asset Management in Norwich, VT and has over 28 years of experience in the finance industry.
Scott Beckman (CRD# 4165631) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in West Lebanon, NH and has over 17 years of experience in the finance industry.
Sara Blondin (CRD# 5624939) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Barre, VT and has over 11 years of experience in the finance industry.
Sally Boyle (CRD# 1026790) is an Investment Advisor Representative working at Sj Boyle Wealth Planning, LLC in Hanover, NH and has over 42 years of experience in the finance industry. Sally Boyle 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.
Katherine Brady (CRD# 5477795) is an Investment Advisor Representative working at Commonwealth Financial Network in Rutland, VT and has over 7 years of experience in the finance industry. Katherine Brady 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.
Brian Branda (CRD# 720439) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 43 years of experience in the finance industry. Brian Branda 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.
Michael Branda (CRD# 2388004) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 30 years of experience in the finance industry. Michael Branda 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.
John Brendel (CRD# 1804805) is an Investment Advisor Representative working at Brendel Financial Advisors LLC in Hanover, NH and has over 36 years of experience in the finance industry.