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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
Adam Bennett (CRD# 6213433) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Athens, PA and has over 10 years of experience in the finance industry.
Kahlil Adames (CRD# 4349306) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 21 years of experience in the finance industry.
John Brand (CRD# 4221381) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elmira, NY and has over 9 years of experience in the finance industry.
Paul Brown (CRD# 4420494) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 12 years of experience in the finance industry.
Gregory Burns (CRD# 5926997) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Owego, NY and has over 12 years of experience in the finance industry.
Debra Butters (CRD# 4069079) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elmira, NY and has over 12 years of experience in the finance industry.
Clifford Cashman (CRD# 600530) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Towanda, PA and has over 37 years of experience in the finance industry.
Katie Clark (CRD# 2917734) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Elmira, NY and has over 26 years of experience in the finance industry. Katie Clark 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 Coulombe (CRD# 5731405) is an Investment Advisor Representative working at Lpl Financial LLC in Owego, NY and has over 8 years of experience in the finance industry.
Michael Dinich (CRD# 2087677) is an Investment Advisor Representative working at Your Money Matters Wealth Management, LLC in Sayre, PA and has over 33 years of experience in the finance industry.