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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
Ian Brockhouse (CRD# 6158883) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Plattsburgh, NY and has over 2 years of experience in the finance industry.
Nathan Cloutier (CRD# 7303655) is an Investment Advisor Representative working at Lpl Financial LLC in Georgia, VT and has over 3 years of experience in the finance industry.
Martin Connell (CRD# 1726351) is an Investment Advisor Representative working at Mml Investors Services, LLC in Plattsburgh, NY and has over 36 years of experience in the finance industry.
Joseph Connor (CRD# 1083949) is an Investment Advisor Representative working at Mml Investors Services, LLC in Plattsburgh, NY and has over 34 years of experience in the finance industry.
Timothy Gonyo (CRD# 5303571) is an Investment Advisor Representative working at Mml Investors Services, LLC in Plattsburgh, NY and has over 17 years of experience in the finance industry.
Vasso Laforest (CRD# 2824608) is an Investment Advisor Representative working at Avantax Advisory Services in Plattsburgh, NY and has over 27 years of experience in the finance industry.
Steven Maicus (CRD# 1197475) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Plattsburgh, NY and has over 40 years of experience in the finance industry.
Stephen McFadden (CRD# 2371540) is an Investment Advisor Representative working at Lpl Financial LLC in Plattsburgh, NY and has over 30 years of experience in the finance industry.
Susan Mousseau (CRD# 4291273) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Plattsburgh, NY and has over 23 years of experience in the finance industry.
Terry Niles (CRD# 4648508) is an Investment Advisor Representative working at Niles Asset Management, Inc. in Plsttsburgh, NY and has 1 year of experience in the finance industry. Terry Niles 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.