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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
Shawn Benedict (CRD# 5154457) is an Investment Advisor Representative working at Lpl Financial LLC in Belfast, NY and has over 17 years of experience in the finance industry.
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.
Paul Deagle (CRD# 6755218) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Morris, NY and has over 17 years of experience in the finance industry. Paul Deagle 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.
Austin Gilbert (CRD# 4125474) is an Investment Advisor Representative working at Gilbert Financial, LLC in Honeoye Falls, NY and has over 17 years of experience in the finance industry.
John Haugh (CRD# 2802866) is an Investment Advisor Representative working at Hyjc Capital Of Wny in Lakeville, NY and has over 27 years of experience in the finance industry. John Haugh 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.
Leann Hill (CRD# 6759708) is an Investment Advisor Representative working at Edward Jones in Avon, NY and has over 7 years of experience in the finance industry.
John Price (CRD# 5426198) is an Investment Advisor Representative working at Edward Jones in Honeoye Falls, NY and has over 16 years of experience in the finance industry.
William Rogers (CRD# 402967) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Livonia, NY and has over 39 years of experience in the finance industry.
James Scott (CRD# 2334021) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Nunda, NY and has over 31 years of experience in the finance industry.
Autumn Smith (CRD# 5209345) is an Investment Advisor Representative working at Lpl Financial LLC in Nunda, NY and has over 17 years of experience in the finance industry.