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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
Jared Brock, CFP® (CRD# 5452396) is an Investment Advisor Representative / Financial Planner working at Bearing Point Wealth Partners, a Fee-Only Fiduciary Financial Planning & Tax Prep firm in Hampton, NH. Jared has over 15 years of experience in the finance industry.
Sandra Bromfield (CRD# 1280878) is an Investment Advisor Representative working at Bromfield Sneider Wealth Advisors, Inc. in Westwood, MA and has over 40 years of experience in the finance industry. Sandra Bromfield 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.
Edmund Broomhead (CRD# 1712713) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Warwick, RI and has over 36 years of experience in the finance industry.
John Brosnan (CRD# 4352755) is an Investment Advisor Representative working at Global Retirement Partners LLC in Providence, RI and has over 23 years of experience in the finance industry.
John Brough (CRD# 4851866) is an Investment Advisor Representative working at Bentley Wealth Advisors, LLC in Warwick, RI and has over 16 years of experience in the finance industry.
Chad Brown (CRD# 6131357) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hingham, MA and has over 11 years of experience in the finance industry.
Grant Brown (CRD# 6970382) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Warwick, RI and has over 5 years of experience in the finance industry. Grant Brown 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.
Jeffrey Brown (CRD# 1007517) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Warwick, RI and has over 41 years of experience in the finance industry.
Jeffrey Brown (CRD# 1789323) is an Investment Advisor Representative working at Brown Advisory Group, LLC in East Providence, RI and has over 36 years of experience in the finance industry. Jeffrey Brown 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.
Sean Brown (CRD# 1965352) is an Investment Advisor Representative working at Commonwealth Financial Network in Norwell, MA and has over 34 years of experience in the finance industry.