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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
Sara Kappos (CRD# 6220961) is an Investment Advisor Representative working at Commonwealth Financial Network in Plymouth, MA and has over 10 years of experience in the finance industry.
Stephen Karam (CRD# 2204088) is an Investment Advisor Representative working at Lpl Financial LLC in Fall River, MA and has over 32 years of experience in the finance industry.
Amy Kates (CRD# 1937926) is an Investment Advisor Representative working at Eagle Strategies LLC in Cotuit, MA and has over 35 years of experience in the finance industry. Amy Kates 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.
Stephen Kearney (CRD# 1957791) is an Investment Advisor Representative working at Lpl Financial LLC in Rockland, MA and has over 30 years of experience in the finance industry.
Matthew Keeling (CRD# 2629334) is an Investment Advisor Representative working at Commonwealth Financial Network in Mashpee, MA and has over 28 years of experience in the finance industry. Matthew Keeling 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.
Michael Kelley (CRD# 3074114) is an Investment Advisor Representative working at Lpl Financial LLC in Duxbury, MA and has over 16 years of experience in the finance industry.
Sean Kelly (CRD# 2777457) is an Investment Advisor Representative working at Lpl Financial LLC in Osterville, MA and has over 26 years of experience in the finance industry.
Mark Kenney (CRD# 5844639) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 13 years of experience in the finance industry. Mark Kenney 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.
Travis Kessock (CRD# 4489503) is an Investment Advisor Representative working at Edward Jones in North Dartmouth, MA and has over 21 years of experience in the finance industry.
Joanna Khan (CRD# 3125179) is an Investment Advisor Representative working at Citizens Securities, Inc. in Stoughton, MA and has over 25 years of experience in the finance industry.