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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
Melissa Holmes (CRD# 6856091) is an Investment Advisor Representative working at Black Harbor Financial in Boothbay Harbor, ME and has 1 year of experience in the finance industry. Melissa Holmes 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.
Jean Huber (CRD# 4593331) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boothbay Harbor, ME and has over 16 years of experience in the finance industry.
Peggy Jones-East (CRD# 5126921) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Camden, ME and has over 17 years of experience in the finance industry.
Jeffrey Labbe (CRD# 2501096) is an Investment Advisor Representative working at Edward Jones in Bath, ME and has over 16 years of experience in the finance industry.
Amy Lacavera (CRD# 5872581) is an Investment Advisor Representative working at Avantax Advisory Services in Bath, ME and has over 11 years of experience in the finance industry.
Daniel Leach (CRD# 1015533) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Islesboro, ME and has over 39 years of experience in the finance industry. Daniel Leach 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 Lowell (CRD# 7078051) is an Investment Advisor Representative working at J.m. Arbour, LLC in Gardiner, ME and has over 5 years of experience in the finance industry.
Julie Lucas (CRD# 5317608) is an Investment Advisor Representative working at Edward Jones in Hallowell, ME and has over 17 years of experience in the finance industry.
Meredith Lyon (CRD# 6021833) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Rockland, ME and has over 8 years of experience in the finance industry.
Jason Macdonald (CRD# 4685242) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Augusta, ME and has over 20 years of experience in the finance industry.