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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
Collin Hawes (CRD# 5069063) is an Investment Advisor Representative working at Lpl Financial LLC in Geneseo, NY and has over 16 years of experience in the finance industry.
Heath Hendrickson (CRD# 7468252) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Perry, NY and has over 2 years of experience in the finance industry.
Nicholas Kelley (CRD# 7096725) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Hornell, NY and has over 2 years of experience in the finance industry.
Michael McNaughton (CRD# 2078200) is an Investment Advisor Representative working at Commonwealth Financial Network in Geneseo, NY and has over 33 years of experience in the finance industry. Michael McNaughton 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.
Carolyn Phillips (CRD# 4682638) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mt. Morris, NY and has over 20 years of experience in the finance industry.
Christopher Raines (CRD# 6061775) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Honeoye Falls, NY and has over 11 years of experience in the finance industry.
Daniel Schmitz (CRD# 2789711) is an Investment Advisor Representative working at Commonwealth Financial Network in Geneseo, NY and has over 27 years of experience in the finance industry.
Shawnnah Sprague (CRD# 7710404) is an Investment Advisor Representative working at Edward Jones in Honeoye Falls, NY and has 1 year of experience in the finance industry.
Jessica Sullivan (CRD# 5590533) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Arcade, NY and has over 14 years of experience in the finance industry.
Andrew Swartwout (CRD# 2478664) is an Investment Advisor Representative working at Silver Grove Advisory Services in Arcade, NY and has over 29 years of experience in the finance industry.