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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
Thomas Hartman (CRD# 4099207) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 24 years of experience in the finance industry. Thomas Hartman 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.
Dorigen Hofmann (CRD# 5258903) is an Investment Advisor Representative working at Clean Yield Asset Management in Norwich, VT and has over 17 years of experience in the finance industry.
Kimberly House (CRD# 4793952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hanover, NH and has over 19 years of experience in the finance industry.
James Hunt (CRD# 5235325) is an Investment Advisor Representative working at Lpl Financial LLC in Barre, VT and has over 15 years of experience in the finance industry.
Abigail Hurlburt (CRD# 4011742) is an Investment Advisor Representative working at Summit Wealth Group LLC in White River Junction, VT and has over 24 years of experience in the finance industry. Abigail Hurlburt 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.
John Hutchins (CRD# 1123401) is an Investment Advisor Representative working at The Wealth Conservatory in Lebanon, NH and has over 41 years of experience in the finance industry. John Hutchins 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.
Alexandra Johns (CRD# 5198161) is an Investment Advisor Representative working at Wells Fargo Advisors in Barre, VT and has over 6 years of experience in the finance industry.
David Johns (CRD# 2811191) is an Investment Advisor Representative working at Wells Fargo Advisors in Barre, VT and has over 27 years of experience in the finance industry.
Christopher Johnson (CRD# 5151407) is an Investment Advisor Representative working at Avantax Advisory Services in Lebanon, NH and has over 17 years of experience in the finance industry. Christopher Johnson 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.
Keith Lacroix (CRD# 6878354) is an Investment Advisor Representative working at Edward Jones in Barre, VT and has over 6 years of experience in the finance industry.