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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
James Ho (CRD# 2036580) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has 1 year of experience in the finance industry.
Vikki Lenhart (CRD# 4738433) is an Investment Advisor Representative working at Hart & Patterson Financial Group in Amherst, MA and has over 15 years of experience in the finance industry. Vikki Lenhart 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.
Jedediah Liebert (CRD# 5469200) is an Investment Advisor Representative working at Commonwealth Financial Network in Amherst, MA and has over 16 years of experience in the finance industry. Jedediah Liebert 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.
William Lindsey (CRD# 1172875) is an Investment Advisor Representative working at Swallow Farms Capital Management in Amherst, MA and has over 40 years of experience in the finance industry.
Ayaz Mahmud (CRD# 1094095) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 41 years of experience in the finance industry.
Ronald Nathan (CRD# 345158) is an Investment Advisor Representative working at Lincoln Investment in Amherst, MA and has over 26 years of experience in the finance industry.
Robert Pryor (CRD# 6698092) is an Investment Advisor Representative working at Capital Analysts in Amherst, MA and has over 7 years of experience in the finance industry. Robert Pryor 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.
Howard Singer (CRD# 2075159) is an Investment Advisor Representative working at West Branch Capital LLC in Amherst, MA and has over 33 years of experience in the finance industry. Howard Singer 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.
Nicholas Stern (CRD# 5715838) is an Investment Advisor Representative working at Commonwealth Financial Network in Amherst, MA and has over 13 years of experience in the finance industry. Nicholas Stern 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.
Robert Stern (CRD# 2169171) is an Investment Advisor Representative working at Commonwealth Financial Network in Amherst, MA and has over 32 years of experience in the finance industry.