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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
Kent Brown (CRD# 2006578) is an Investment Advisor Representative working at Avantax Advisory Services in Bath, NY and has over 33 years of experience in the finance industry. Kent Brown 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.
David Nesbitt (CRD# 2436677) is an Investment Advisor Representative working at Lpl Financial LLC in Bath, NY and has over 29 years of experience in the finance industry.
Dean Brockway (CRD# 1407851) is an Investment Advisor Representative working at Lpl Financial LLC in Bath, NY and has over 38 years of experience in the finance industry.
Russell Saurbaugh (CRD# 807625) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Bath, NY and has 1 year of experience in the finance industry.
Amy Abrahamson (CRD# 2866380) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Corning, NY and has over 22 years of experience in the finance industry.
Shane Alsworth (CRD# 4418062) is an Investment Advisor Representative working at Alsworth Capital Management, LLC in Corning, NY and has over 18 years of experience in the finance industry. Shane Alsworth 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 Bono (CRD# 6490126) is an Investment Advisor Representative working at Bck Partners, Inc. in Corning, NY and has 1 year of experience in the finance industry. Michael Bono 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.
April Booth (CRD# 4482025) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Springwater, NY and has over 22 years of experience in the finance industry.
Amy Brouneus (CRD# 5704688) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 12 years of experience in the finance industry.
William Burns (CRD# 2269169) is an Investment Advisor Representative working at Burns Matteson Capital Management, LLC in Corning, NY and has over 31 years of experience in the finance industry. William Burns 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.