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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 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.
Shane Alsworth (CRD# 4418062) is an Investment Advisor Representative working at Alsworth Capital Management, LLC in Corning, NY and has over 17 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.
Shawn Corey (CRD# 6734309) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Painted Post, NY and has over 6 years of experience in the finance industry.
Sarah Creath (CRD# 4122970) is an Investment Advisor Representative working at Bck Partners, Inc. in Corning, NY and has 1 year of experience in the finance industry. Sarah Creath 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.
Christopher Davis (CRD# 6579916) is an Investment Advisor Representative working at Burns Matteson Capital Management, LLC in Corning, NY and has over 8 years of experience in the finance industry. Christopher Davis 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.