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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
Stephen Abbe (CRD# 7561585) is an Investment Advisor Representative working at Orchard Advisors in Cazenovia, NY and has 1 year of experience in the finance industry.
Judson Ames (CRD# 5953260) is an Investment Advisor Representative working at Dark Horse Wealth LLC in Cazenovia, NY and has over 16 years of experience in the finance industry.
Leigh Baldwin (CRD# 1895333) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 34 years of experience in the finance industry.
Charles Barnes (CRD# 4920725) is an Investment Advisor Representative working at Merryfield Barnes, LLC in Ithaca, NY and has over 18 years of experience in the finance industry.
Daniel Bennett (CRD# 5712472) is an Investment Advisor Representative working at Lake Water Advisory, LLC in Skaneateles, NY and has over 13 years of experience in the finance industry. Daniel Bennett 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.
Patrick Buckley (CRD# 7134397) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 4 years of experience in the finance industry.
Hannah Burchell (CRD# 7421308) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Whitney Point, NY and has 1 year of experience in the finance industry.
Peter Carchedi (CRD# 737016) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 22 years of experience in the finance industry.
David Connelly (CRD# 4668544) is an Investment Advisor Representative working at Orchard Advisors in Cazenovia, NY and has over 14 years of experience in the finance industry.
Samuel Conway (CRD# 7184905) is an Investment Advisor Representative working at S Conway Consulting, LLC in Ithaca, NY and has over 4 years of experience in the finance industry. Samuel Conway 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.