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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
Jeffrey Barney (CRD# 2767125) is an Investment Advisor Representative working at Edward Jones in St Albans City, VT and has over 27 years of experience in the finance industry.
Robert Beaulieu (CRD# 5532772) is an Investment Advisor Representative working at Lpl Financial LLC in South Hero, VT and has over 8 years of experience in the finance industry.
David Brown (CRD# 6698544) is an Investment Advisor Representative working at Lpl Financial LLC in Plattsburgh, NY and has over 6 years of experience in the finance industry.
Jared Burns (CRD# 6588267) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Plattsburgh, NY and has over 8 years of experience in the finance industry.
John Deans (CRD# 1696906) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Milton, VT and has over 36 years of experience in the finance industry.
Robert Donlan (CRD# 1030997) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Plattsburgh, NY and has over 42 years of experience in the finance industry. Robert Donlan 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.
Justin Hooper (CRD# 4193443) is an Investment Advisor Representative working at Lpl Financial LLC in Plattsburgh, NY and has over 24 years of experience in the finance industry.
Kerri Irick Churchill (CRD# 4932350) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Saint Albans, VT and has over 11 years of experience in the finance industry.
Andrew Lomanto (CRD# 4453764) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Plattsburgh, NY and has over 22 years of experience in the finance industry.
Hannah Provost (CRD# 6394880) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Plattsburgh, NY and has over 9 years of experience in the finance industry. Hannah Provost 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.