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Distance Only Plattsburgh, 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
David Brown (CRD# 6698544) is an Investment Advisor Representative working at Lpl Financial LLC in Plattsburgh, NY and has over 6 years of experience in the finance industry.
Jared Burns (CRD# 6588267) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Plattsburgh, NY and has over 8 years of experience in the finance industry.
Robert Donlan (CRD# 1030997) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Plattsburgh, NY and has over 42 years of experience in the finance industry. Robert Donlan 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.
Justin Hooper (CRD# 4193443) is an Investment Advisor Representative working at Lpl Financial LLC in Plattsburgh, NY and has over 24 years of experience in the finance industry.
Andrew Lomanto (CRD# 4453764) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Plattsburgh, NY and has over 22 years of experience in the finance industry.
Hannah Provost (CRD# 6394880) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Plattsburgh, NY and has over 9 years of experience in the finance industry. Hannah Provost 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.
Adam Robert (CRD# 5759613) is an Investment Advisor Representative working at Lpl Financial LLC in Plattsburgh, NY and has over 10 years of experience in the finance industry. Adam Robert 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 Schneiderman (CRD# 2015821) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plattsburgh, NY and has over 34 years of experience in the finance industry. Jonathan Schneiderman 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 Stinson (CRD# 5227028) is an Investment Advisor Representative working at Edward Jones in Plattsburgh, NY and has over 17 years of experience in the finance industry.
Christian Blue (CRD# 7456529) is an Investment Advisor Representative working at Edward Jones in Plattsburgh, NY and has over 2 years of experience in the finance industry.