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Distance Only Yarmouth, ME
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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
Brian Bartlett (CRD# 5976536) is an Investment Advisor Representative working at Edward Jones in Yarmouth, ME and has over 12 years of experience in the finance industry.
John Connolly (CRD# 4241146) is an Investment Advisor Representative working at Lpl Financial LLC in Yarmouth, ME and has over 18 years of experience in the finance industry.
Thomas Edgar (CRD# 4285893) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Yarmouth, ME and has over 23 years of experience in the finance industry.
Timothy Fulton (CRD# 3115902) is an Investment Advisor Representative working at Lpl Financial LLC in Yarmouth, ME and has over 25 years of experience in the finance industry.
David Gardner (CRD# 4231272) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Yarmouth, ME and has over 23 years of experience in the finance industry.
Joseph Hersey (CRD# 2532303) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Yarmouth, ME and has over 29 years of experience in the finance industry. Joseph Hersey 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.
Jane Rice (CRD# 4437130) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Yarmouth, ME and has over 22 years of experience in the finance industry.
Christopher Shelton (CRD# 6646602) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Yarmouth, ME and has over 8 years of experience in the finance industry.
Timothy Wyand (CRD# 4835214) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Yarmouth, ME and has over 19 years of experience in the finance industry.
Nathan Waller (CRD# 6339529) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Yarmouth, ME and has over 7 years of experience in the finance industry.