-
Distance Only Stoughton, MA
-
COMPENSATION Either
-
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
David Randall (CRD# 1942890) is an Investment Advisor Representative working at Lpl Financial LLC in Stoughton, MA and has over 34 years of experience in the finance industry. David Randall 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.
Michele Russell (CRD# 3246030) is an Investment Advisor Representative working at Ceres Financial Group, Inc. in Stoughton, MA and has over 24 years of experience in the finance industry. Michele Russell 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.
Paul Stone (CRD# 3228094) is an Investment Advisor Representative working at Genesis Wealth Advisors, LLC in Stoughton, MA and has over 24 years of experience in the finance industry.
Matthew White (CRD# 7028587) is an Investment Advisor Representative working at Citizens Securities, Inc. in Stoughton, MA and has over 5 years of experience in the finance industry.
Selton Carvalho Soares (CRD# 7523461) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stoughton, MA and has 1 year of experience in the finance industry.