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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
Benjamin Messmer (CRD# 6218913) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 9 years of experience in the finance industry.
Jessica Millan (CRD# 5868889) is an Investment Advisor Representative working at Edward Jones in Rochester, NY and has over 13 years of experience in the finance industry.
James Muchard (CRD# 3064822) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rochester, NY and has over 25 years of experience in the finance industry.
Jeffrey Muchard (CRD# 3072652) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rochester, NY and has over 25 years of experience in the finance industry.
Todd Murphy (CRD# 3102782) is an Investment Advisor Representative working at Garrison Murphy Wealth Management, LLC in East Aurora, NY and has over 25 years of experience in the finance industry. Todd Murphy 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.
Scott Neff (CRD# 4210438) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in East Aurora, NY and has over 23 years of experience in the finance industry.
Laura O'geen (CRD# 2895657) is an Investment Advisor Representative working at Lpl Financial LLC in Clarence, NY and has over 26 years of experience in the finance industry.
Daryl Oar (CRD# 2239735) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Aurora, NY and has over 31 years of experience in the finance industry.
Brian Pauley (CRD# 2060986) is an Investment Advisor Representative working at Lpl Financial LLC in Rochester, NY and has over 24 years of experience in the finance industry. Brian Pauley 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.
Dale Payne (CRD# 5463487) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clarence, NY and has over 16 years of experience in the finance industry.