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Distance Only Camillus, NY
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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
Jack Irwin (CRD# 7829572) is an Investment Advisor Representative working at Newman Ladd Capital Advisors, LLC in Camillus, NY and has 1 year of experience in the finance industry.
Ryan Keegan (CRD# 7082829) is an Investment Advisor Representative working at Lpl Financial LLC in Camillus, NY and has over 5 years of experience in the finance industry.
James Mahaney (CRD# 1408340) is an Investment Advisor Representative working at Mavericus Retirement Services LLC in Camillus, NY and has 1 year of experience in the finance industry. James Mahaney 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.
James McCarthy (CRD# 3275453) is an Investment Advisor Representative working at Newman Ladd Capital Advisors, LLC in Camillus, NY and has over 24 years of experience in the finance industry.
Donald Puff (CRD# 1066843) is an Investment Advisor Representative working at Gwn Securities Inc. in Camillus, NY and has over 34 years of experience in the finance industry.
Sarah Puff (CRD# 5475446) is an Investment Advisor Representative working at Gwn Securities Inc. in Camillus, NY and has over 10 years of experience in the finance industry.
Michael Sheridan (CRD# 2412315) is an Investment Advisor Representative working at Independent Financial Partners in Camillus, NY and has over 30 years of experience in the finance industry. Michael Sheridan 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.
James Shope (CRD# 3272764) is an Investment Advisor Representative working at Shope Advisors Group in Camillus, NY and has over 24 years of experience in the finance industry. James Shope 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.
Shelly Terzolo (CRD# 4589751) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Camillus, NY and has over 21 years of experience in the finance industry.