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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
Luke Delorme (CRD# 6628294) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 7 years of experience in the finance industry.
Matthew Derrico-Pass (CRD# 5551706) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 15 years of experience in the finance industry.
William Dinan (CRD# 871788) is an Investment Advisor Representative working at Commonwealth Financial Network in Lenox, MA and has over 30 years of experience in the finance industry.
William Dobbins (CRD# 2465825) is an Investment Advisor Representative working at Independent Financial Group, LLC in Norfolk, CT and has over 26 years of experience in the finance industry. William Dobbins 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.
Robert Dolfi (CRD# 1455302) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 38 years of experience in the finance industry.
Robert Donelan (CRD# 1550123) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lenox, MA and has over 7 years of experience in the finance industry.
John Donnelly (CRD# 6171476) is an Investment Advisor Representative working at Key Investment Services LLC in Rensselaer, NY and has over 8 years of experience in the finance industry.
Philip Donnelly (CRD# 4499049) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 22 years of experience in the finance industry.
Thomas Duclos (CRD# 6169993) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Albany, NY and has over 9 years of experience in the finance industry.
Michael Dupont (CRD# 6638052) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsfield, MA and has over 6 years of experience in the finance industry.