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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
Michael Castillo (CRD# 4449920) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 18 years of experience in the finance industry. Michael Castillo 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.
Heidi Clute (CRD# 1010224) is an Investment Advisor Representative working at Lpl Financial LLC in South Burlington, VT and has over 36 years of experience in the finance industry. Heidi Clute 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.
James Cohen (CRD# 4464330) is an Investment Advisor Representative working at Eagle Strategies LLC in Colchester, VT and has over 22 years of experience in the finance industry.
Timothy Cope (CRD# 1039310) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in South Burlington, VT and has over 31 years of experience in the finance industry.
Michelle Cortes-Harkins (CRD# 4421054) is an Investment Advisor Representative working at Commonwealth Financial Network in Wolcott, VT and has over 18 years of experience in the finance industry.
Rodrique Cousino (CRD# 1019947) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 7 years of experience in the finance industry.
Lisa Cruser (CRD# 6642220) is an Investment Advisor Representative working at Cuso Financial Services in Essex Junction, VT and has over 7 years of experience in the finance industry.
Douglas Dailey (CRD# 2891357) is an Investment Advisor Representative working at Champlain Valley Financial Services, LLC in Williston, VT and has over 26 years of experience in the finance industry.
Alison Davis (CRD# 6911640) is an Investment Advisor Representative working at Quantum Leap Capital, LLC in South Burlington, VT and has over 5 years of experience in the finance industry.
John Davis (CRD# 4307361) is an Investment Advisor Representative working at Copper Leaf Financial, LLC in Williston, VT and has over 22 years of experience in the finance industry. John Davis 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.