-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Kimball Bullard (CRD# 3218049) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Providence, RI and has over 24 years of experience in the finance industry.
Michael Burbank (CRD# 6240247) is an Investment Advisor Representative working at Wells Fargo Advisors in Wellesley, MA and has over 10 years of experience in the finance industry. Michael Burbank 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.
Peter Burbank (CRD# 5546736) is an Investment Advisor Representative working at Wells Fargo Advisors in Wellesley, MA and has over 15 years of experience in the finance industry.
Peter Burbank (CRD# 846030) is an Investment Advisor Representative working at Wells Fargo Advisors in Wellesley, MA and has over 40 years of experience in the finance industry.
Tom Burchell (CRD# 5457606) is an Investment Advisor Representative working at Citizens Securities, Inc. in Westwood, MA and has over 16 years of experience in the finance industry. Tom Burchell 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.
Keith Burden (CRD# 3239692) is an Investment Advisor Representative working at Citizens Securities, Inc. in Wakefield, RI and has over 24 years of experience in the finance industry.
Maureen Burgess (CRD# 4895526) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mansfield, MA and has over 19 years of experience in the finance industry. Maureen Burgess 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.
Timothy Burgess (CRD# 4766422) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mansfield, MA and has over 20 years of experience in the finance industry.
Jennifer Burgio (CRD# 2535204) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 25 years of experience in the finance industry.
Alexander Burke (CRD# 5914002) is an Investment Advisor Representative working at Financial Solutions Associates in Dedham, MA and has over 13 years of experience in the finance industry. Alexander Burke 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.