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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
Ronald Drake (CRD# 4658183) is an Investment Advisor Representative working at Lifemark Securities Corp. in Clinton, NY and has over 20 years of experience in the finance industry.
Dalton Eastup (CRD# 7493163) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has over 2 years of experience in the finance industry.
Neil Edmonds (CRD# 4863332) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in New Hartford, NY and has over 9 years of experience in the finance industry.
Aaron Evans (CRD# 6058023) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry. Aaron Evans 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.
Melissa Fernalld (CRD# 5465108) is an Investment Advisor Representative working at Strategic Financial Services in Utica, NY and has 1 year of experience in the finance industry.
Alec Firsching (CRD# 6218777) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in New Hartford, NY and has 1 year of experience in the finance industry.
Brant Ford (CRD# 5158631) is an Investment Advisor Representative working at Commonwealth Financial Network in Utica, NY and has over 17 years of experience in the finance industry. Brant Ford 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.
Mark Foresti (CRD# 4237813) is an Investment Advisor Representative working at Primerica Advisors in Utica, NY and has over 23 years of experience in the finance industry.
Frank Forte (CRD# 1069935) is an Investment Advisor Representative working at Mml Investors Services, LLC in New Hartford, NY and has over 37 years of experience in the finance industry.
Timothy Fraser (CRD# 1426342) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Port Leyden, NY and has over 38 years of experience in the finance industry.