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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
Lucas Desmond (CRD# 6609904) is an Investment Advisor Representative working at Edward Jones in Portland, ME and has over 8 years of experience in the finance industry.
Eric Dexter (CRD# 2677344) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Portland, ME and has over 28 years of experience in the finance industry.
Frederick Dey (CRD# 2554721) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Portland, ME and has over 27 years of experience in the finance industry. Frederick Dey 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.
Charles Dibner (CRD# 720494) is an Investment Advisor Representative working at F L Putnam Investment Management Company in Portland, ME and has over 39 years of experience in the finance industry.
Brian Dietz (CRD# 3092139) is an Investment Advisor Representative working at Portland Financial Planning Group in Portland, ME and has over 25 years of experience in the finance industry. Brian Dietz 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.
Katherine Dolan (CRD# 4873690) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cumberland Foreside, ME and has over 5 years of experience in the finance industry.
John Dolloff (CRD# 1302481) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 39 years of experience in the finance industry.
Edward Donohue (CRD# 4484518) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Portland, ME and has over 11 years of experience in the finance industry.
Christopher Dougherty (CRD# 4303560) is an Investment Advisor Representative working at Commonwealth Financial Network in Portland, ME and has over 23 years of experience in the finance industry. Christopher Dougherty 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.
John Doughty (CRD# 2546937) is an Investment Advisor Representative working at R M Davis Inc. in Portland, ME and has over 28 years of experience in the finance industry.