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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
David Griffith (CRD# 3072664) is an Investment Advisor Representative working at Lifemark Securities Corp. in Utica, NY and has over 24 years of experience in the finance industry.
Joseph Gunther (CRD# 1822022) is an Investment Advisor Representative working at Lpl Financial LLC in Rome, NY and has over 35 years of experience in the finance industry.
David Hamlin (CRD# 6390497) is an Investment Advisor Representative working at Caruso Mclean & Company, Inc. in Utica, NY and has over 9 years of experience in the finance industry.
Jeffrey Hanretty (CRD# 2635220) is an Investment Advisor Representative working at Lifemark Securities Corp. in New Hartford, NY and has over 28 years of experience in the finance industry.
Joseph Hatfield (CRD# 4840220) is an Investment Advisor Representative working at Lpl Financial LLC in Oneida, NY and has over 19 years of experience in the finance industry.
Heather Hawley (CRD# 5373765) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Utica, NY and has over 16 years of experience in the finance industry. Heather Hawley 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.
Michael Hennessy (CRD# 1052516) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, NY and has over 31 years of experience in the finance industry.
David Huhtala (CRD# 5751096) is an Investment Advisor Representative working at Lpl Financial LLC in Utica, NY and has over 14 years of experience in the finance industry. David Huhtala 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.
Douglas Kallet (CRD# 2642940) is an Investment Advisor Representative working at Edward Jones in Oneida, NY and has over 28 years of experience in the finance industry.
Clinton Kane (CRD# 5352683) is an Investment Advisor Representative working at Kane Financial in Waterville, NY and has over 16 years of experience in the finance industry.