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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
Bruce Sallah (CRD# 722092) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Quechee, VT and has over 41 years of experience in the finance industry.
Andrew Schwarz (CRD# 6106248) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 9 years of experience in the finance industry.
Christopher Smiles (CRD# 1016621) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Weston, VT and has over 41 years of experience in the finance industry.
Lon Smith (CRD# 3123601) is an Investment Advisor Representative working at Edward Jones in Rutland, VT and has over 25 years of experience in the finance industry.
William Stevens (CRD# 6218384) is an Investment Advisor Representative working at Edward Jones in Bellows Falls, VT and has over 10 years of experience in the finance industry.
Roland Swasey (CRD# 6732367) is an Investment Advisor Representative working at Edward Jones in Lebanon, NH and has over 7 years of experience in the finance industry.
Kevin Theissen (CRD# 3228847) is an Investment Advisor Representative working at Hwc Financial in Ludlow, VT and has over 15 years of experience in the finance industry.
Heather Thompson (CRD# 6832099) is an Investment Advisor Representative working at Best Life Infinity, LLC in Walpole, NH and has over 6 years of experience in the finance industry.
Ernest Tyler (CRD# 6685920) is an Investment Advisor Representative working at Avantax Advisory Services in Lebanon, NH and has over 6 years of experience in the finance industry.