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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
Allan Lallier (CRD# 4051676) is an Investment Advisor Representative working at Advice And Planning Services in Sauquoit, NY and has over 23 years of experience in the finance industry.
Sarah Manchester (CRD# 5694050) is an Investment Advisor Representative working at Edward Jones in Oneonta, NY and has over 14 years of experience in the finance industry.
Diane Marra (CRD# 1045423) is an Investment Advisor Representative working with Horter Investment Management, LLC.
A Registered Financial Consultant, Author and founder of Marra Financial Group, Diane is committed to empowering her clients with the knowledge necessary to make more informed decisions about their financial well being. One of the major advantages Diane offers her clients is her vast knowledge of retirement issues that she has gained with her 38 years of experience in the financial services industry.
Brent Patry (CRD# 6382956) is an Investment Advisor Representative working at Lpl Financial LLC in Oneonta, NY and has over 9 years of experience in the finance industry.
Peter Pochily (CRD# 6152309) is an Investment Advisor Representative working at Lpl Financial LLC in Hobart, NY and has over 11 years of experience in the finance industry.
Ruth Taber (CRD# 7088947) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clinton, NY and has 1 year of experience in the finance industry.
Meredith Webber (CRD# 2435263) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cobleskill, NY and has over 26 years of experience in the finance industry.
Jordan Alger (CRD# 5564001) is an Investment Advisor Representative working at Lpl Financial LLC in New Berlin, NY and has over 15 years of experience in the finance industry.
Barbara Becker (CRD# 4885030) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 19 years of experience in the finance industry.
Zachary Bowerman (CRD# 7478005) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Little Falls, NY and has 1 year of experience in the finance industry.