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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
Allen Dunahoo (CRD# 5137316) is an Investment Advisor Representative working at Edward Jones in Litchfield, CT and has over 17 years of experience in the finance industry.
James Dunn (CRD# 5312999) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Poughkeepsie, NY and has over 12 years of experience in the finance industry. James Dunn 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.
William Dunstan (CRD# 1575567) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Poughkeepsie, NY and has over 37 years of experience in the finance industry.
Richard Emerson (CRD# 5841645) is an Investment Advisor Representative working at Lpl Financial LLC in Great Barrington, MA and has over 13 years of experience in the finance industry.
Michael Fazio (CRD# 2219596) is an Investment Advisor Representative working at Lpl Financial LLC in Great Barrington, MA and has over 16 years of experience in the finance industry.
Christopher Fenton (CRD# 1476577) is an Investment Advisor Representative working at Lpl Financial LLC in Rhinebeck, NY and has over 38 years of experience in the finance industry. Christopher Fenton 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.
Trevor Forbes (CRD# 5994373) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has over 12 years of experience in the finance industry.
Patrick Ford (CRD# 4107370) is an Investment Advisor Representative working at Equitable Advisors, LLC in Poughkeepsie, NY and has over 24 years of experience in the finance industry.
David Frederick (CRD# 1075196) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Poughkeepsie, NY and has over 26 years of experience in the finance industry. David Frederick 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.
Jason Free (CRD# 4789608) is an Investment Advisor Representative working at Lpl Financial LLC in Lee, MA and has over 19 years of experience in the finance industry.