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Distance Only West Newbury, MA
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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
Holly Colvin (CRD# 4890705) is an Investment Advisor Representative working at Helm Financial Planning LLC in West Newbury, MA and has 1 year of experience in the finance industry. Holly Colvin 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.
Christopher Connelly (CRD# 4170804) is an Investment Advisor Representative working at Commonwealth Financial Network in West Newbury, MA and has over 20 years of experience in the finance industry.
Dean Digregorio (CRD# 4755765) is an Investment Advisor Representative working at Commonwealth Financial Network in West Newbury, MA and has over 19 years of experience in the finance industry.
Karl Hambrecht (CRD# 844047) is an Investment Advisor Representative working at Osaic Wealth, Inc. in West Newbury, MA and has over 37 years of experience in the finance industry.
Timothy Leahy (CRD# 3186212) is an Investment Advisor Representative working at Eagle Strategies LLC in West Newbury, MA and has over 25 years of experience in the finance industry.
Patrick McCoy (CRD# 4541635) is an Investment Advisor Representative working at Main Street Financial Advisory LLC in West Newbury, MA and has over 23 years of experience in the finance industry.
Braden Monaco (CRD# 6126581) is an Investment Advisor Representative working at Commonwealth Financial Network in West Newbury, MA and has 1 year of experience in the finance industry.