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Distance Only Rehoboth, MA
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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
Linda Ferreira (CRD# 4992735) is an Investment Advisor Representative working at Edward Jones in Rehoboth, MA and has over 18 years of experience in the finance industry.
James Horton (CRD# 2050151) is an Investment Advisor Representative working at James Horton, LLC in Rehoboth, MA and has over 33 years of experience in the finance industry.
Lars Lambrecht (CRD# 2251389) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Rehoboth, MA and has over 24 years of experience in the finance industry. Lars Lambrecht 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.
Jonathan Sweet (CRD# 1300167) is an Investment Advisor Representative working at Commonwealth Financial Network in Rehoboth, MA and has over 39 years of experience in the finance industry. Jonathan Sweet 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.
Marja Sweet (CRD# 6094692) is an Investment Advisor Representative working at Commonwealth Financial Network in Rehoboth, MA and has over 9 years of experience in the finance industry.
Simon Theberge (CRD# 7874667) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Rehoboth, MA and has 1 year of experience in the finance industry.