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General Voice Mail: 508-673-3300 Ext 410
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Founder & President:

Joseph Marshall
Founder & President
Financial Advisor
Registered Financial Consultant (RFC)
Phone: 508.673.3300 Ext 405
Send an email

Administrative Assistant

Lucy M. Faria
Registered Administrative Assistant
Phone: 508.673.3300 Ext 404
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Associates

Tracy Baker
OSJ, Branch Manager
Phone: 508.673.3300 Ext 408
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Kimberly Butterfield Vice-President and Director of Administration Chartered Financial Consultant

Kim Butterfield
Vice-President
Director of Administration
Financial Advisor
Chartered Financial Consultant (ChFC)
Phone: 508.673.3300 Ext 402
Send an email.

Richard C. Bassett Financial Representative Marketing Manager

Richard Bassett
Financial Advisor
Marketing Manager
Phone: 508.673.3300 Ext 403
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Securities and advisory services offered through Registered Representatives of Cetera Advisors, LLC (doing insurance business in CA as CFGA Insurance Agency. CA Insurance License # 0132305.), member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors, LLC site at ceteraadvisors.com.

Kimberly Butterfield – California insurance license # 0H56400.

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Company Directory

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