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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
Carole Bolduc (CRD# 5634818) is an Investment Advisor Representative working at Lpl Financial LLC in Belchertown, MA and has over 14 years of experience in the finance industry.
David Brady (CRD# 2191009) is an Investment Advisor Representative working at Gradient Wealth Management in Greenfield, MA and has over 32 years of experience in the finance industry.
Eric Bright (CRD# 4592183) is an Investment Advisor Representative working at Pennyfarthing Investment Management, LLC in Belchertown, MA and has 1 year of experience in the finance industry.
Patrick Bullis (CRD# 5733997) is an Investment Advisor Representative working at Avantax Advisory Services in Athol, MA and has over 14 years of experience in the finance industry.
Steven Burnett (CRD# 4458946) is an Investment Advisor Representative working at Trg Investment Advisors, LLC in Brattleboro, VT and has over 20 years of experience in the finance industry.
Jeffrey Carlson (CRD# 4883739) is an Investment Advisor Representative working at Edward Jones in Amherst, MA and has over 4 years of experience in the finance industry.
Robert Carroll (CRD# 1470313) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Barre, MA and has over 37 years of experience in the finance industry.
Elizabeth Catlin (CRD# 5055860) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 18 years of experience in the finance industry. Elizabeth Catlin 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.
Daniel Chabott (CRD# 2628356) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Northfield, MA and has over 28 years of experience in the finance industry.
Gordon Christiansen (CRD# 5837995) is an Investment Advisor Representative working at Edward Jones in Greenfield, MA and has over 13 years of experience in the finance industry.