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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
Richard Capannola (CRD# 5183335) is an Investment Advisor Representative working at Lpl Financial LLC in Westfield, MA and has over 17 years of experience in the finance industry.
Walter Drenen (CRD# 2580390) is an Investment Advisor Representative working at Money Concepts Advisory Service in Westfield, MA and has over 28 years of experience in the finance industry.
Latimer Eddy (CRD# 2581148) is an Investment Advisor Representative working at L. B. Eddy in Westfield, MA and has over 29 years of experience in the finance industry. Latimer Eddy 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.
Anne Faunce (CRD# 6140259) is an Investment Advisor Representative working at Lpl Financial LLC in Westfield, MA and has over 10 years of experience in the finance industry.
Timothy Flynn (CRD# 5623144) is an Investment Advisor Representative working at Edward Jones in Westfield, MA and has over 15 years of experience in the finance industry.
John Liptak (CRD# 4047791) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Westfield, MA and has over 24 years of experience in the finance industry.
Gary Thomas (CRD# 1202504) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westfield, MA and has over 32 years of experience in the finance industry.
Joshua Stebbins (CRD# 6742854) is an Investment Advisor Representative working at Lpl Financial LLC in Westfield, MA and has 1 year of experience in the finance industry.
Richard Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 22 years of experience in the finance industry. Richard Lopresti 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.
Ross Abbott (CRD# 2756063) is an Investment Advisor Representative working at Advice And Planning Services in Simsbury, CT and has over 23 years of experience in the finance industry.