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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
Alexandra Johns (CRD# 5198161) is an Investment Advisor Representative working at Wells Fargo Advisors in Barre, VT and has over 6 years of experience in the finance industry.
David Johns (CRD# 2811191) is an Investment Advisor Representative working at Wells Fargo Advisors in Barre, VT and has over 27 years of experience in the finance industry.
Margaret Jones (CRD# 5517937) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 15 years of experience in the finance industry.
Peter Kelley (CRD# 1317728) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 39 years of experience in the finance industry.
Keith Lacroix (CRD# 6878354) is an Investment Advisor Representative working at Edward Jones in Barre, VT and has over 6 years of experience in the finance industry.
Ryan Lacroix (CRD# 5359568) is an Investment Advisor Representative working at Edward Jones in White River Junction, VT and has over 16 years of experience in the finance industry.
Keith Lewandoski (CRD# 4234062) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in West Lebanon, NH and has over 23 years of experience in the finance industry.
Gary Link (CRD# 2703651) is an Investment Advisor Representative working at Red Lighthouse Investment Management, LLC in Warren, VT and has over 12 years of experience in the finance industry. Gary Link 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.
Malissa Marshall (CRD# 6855567) is an Investment Advisor Representative working at Soaring Wealth LLC in Bristol, VT and has 1 year of experience in the finance industry. Malissa Marshall 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.
Bryan McPherson (CRD# 4654228) is an Investment Advisor Representative working at Round Table Investment Management, LLC in West Lebanon, NH and has over 10 years of experience in the finance industry.