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Distance Only Newburyport, 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
Karen Goddard (CRD# 2263450) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Newburyport, MA and has over 31 years of experience in the finance industry.
Timothy Helman (CRD# 6356919) is an Investment Advisor Representative working at Commonwealth Financial Network in Newburyport, MA and has over 8 years of experience in the finance industry.
Michael Houghton (CRD# 6256437) is an Investment Advisor Representative working at Newedge Advisors in Newburyport, MA and has over 8 years of experience in the finance industry.
Charles Johnson (CRD# 5082505) is an Investment Advisor Representative working at Ep Wealth Advisors in Newburyport, MA and has over 18 years of experience in the finance industry. Charles Johnson 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.
Jonathan Kuniholm (CRD# 2514455) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newburyport, MA and has over 27 years of experience in the finance industry.
Stephen Leavitt (CRD# 1189841) is an Investment Advisor Representative working at Commonwealth Financial Network in Newburyport, MA and has over 40 years of experience in the finance industry. Stephen Leavitt 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.
Norine Lima (CRD# 7015520) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Newburyport, MA and has over 5 years of experience in the finance industry.
Zachary Longley (CRD# 2377315) is an Investment Advisor Representative working at Lpl Financial LLC in Newburyport, MA and has over 30 years of experience in the finance industry.
James McCarthy (CRD# 4962899) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Newburyport, MA and has over 18 years of experience in the finance industry.
Stephen McFeely (CRD# 2748615) is an Investment Advisor Representative working at Lpl Financial LLC in Newburyport, MA and has over 3 years of experience in the finance industry.