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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
Martin Thomas (CRD# 6756002) is an Investment Advisor Representative working at Edward Jones in Montpelier, VT and has over 7 years of experience in the finance industry.
Jeffery Thompson (CRD# 5133762) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Colchester, VT and has over 15 years of experience in the finance industry.
Patrick Thornton (CRD# 1303844) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 39 years of experience in the finance industry.
Todd Toensing (CRD# 1991943) is an Investment Advisor Representative working at Emg in South Burlington, VT and has over 34 years of experience in the finance industry. Todd Toensing 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.
Chad Tsounis (CRD# 5579717) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Fairfax, VT and has over 15 years of experience in the finance industry.
Donald Tynion (CRD# 1637532) is an Investment Advisor Representative working at Ubs Financial Services Inc. in South Burlington, VT and has over 32 years of experience in the finance industry.
Christina Ubl (CRD# 4488732) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 20 years of experience in the finance industry. Christina Ubl 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 Valente (CRD# 5102812) is an Investment Advisor Representative working at Lpl Financial LLC in Hinesburg, VT and has over 15 years of experience in the finance industry.
Nathanael Vincent (CRD# 5819417) is an Investment Advisor Representative working at Edward Jones in St Albans City, VT and has over 13 years of experience in the finance industry.
Penny Vinson (CRD# 5081138) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 9 years of experience in the finance industry.