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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
Collin Hawes (CRD# 5069063) is an Investment Advisor Representative working at Lpl Financial LLC in Geneseo, NY and has over 16 years of experience in the finance industry.
Amy Kane (CRD# 3269393) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Geneva, NY and has over 23 years of experience in the finance industry.
Nicholas Kelley (CRD# 7096725) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Hornell, NY and has over 2 years of experience in the finance industry.
Thomas Kingsley (CRD# 2808421) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 27 years of experience in the finance industry.
Robert Koczent (CRD# 2734551) is an Investment Advisor Representative working at Lpl Financial LLC in Penn Yan, NY and has over 27 years of experience in the finance industry.
Jered Maloney (CRD# 6654128) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Canandaigua, NY and has over 3 years of experience in the finance industry.
Michael McNaughton (CRD# 2078200) is an Investment Advisor Representative working at Commonwealth Financial Network in Geneseo, NY and has over 33 years of experience in the finance industry. Michael McNaughton 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.
Micah Moore (CRD# 6843898) is an Investment Advisor Representative working at Independent Solutions Wealth Management, LLC in Naples, NY and has over 5 years of experience in the finance industry.
Carolyn Phillips (CRD# 4682638) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mt. Morris, NY and has over 20 years of experience in the finance industry.
Adam Rayburn (CRD# 7174785) is an Investment Advisor Representative working at Edward Jones in Geneva, NY and has over 4 years of experience in the finance industry.