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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
Charles Kerker (CRD# 1317057) is an Investment Advisor Representative working at Great Point Advisors, LLC in Delmar, NY and has over 39 years of experience in the finance industry.
Keith Mason (CRD# 2823128) is an Investment Advisor Representative working at Primerica Advisors in Delmar, NY and has over 26 years of experience in the finance industry.
James McDonald (CRD# 2701145) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Delmar, NY and has over 26 years of experience in the finance industry.
Joseph Murphy (CRD# 6209911) is an Investment Advisor Representative working at Key Investment Services LLC in Delmar, NY and has over 10 years of experience in the finance industry.
Brian Parr (CRD# 7045011) is an Investment Advisor Representative working at Aquila Ventures LLC in Delmar, NY and has over 5 years of experience in the finance industry.
James Plummer (CRD# 1313044) is an Investment Advisor Representative working at Avantax Advisory Services in Delmar, NY and has over 22 years of experience in the finance industry. James Plummer 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.
Seth Reinhardt (CRD# 7238961) is an Investment Advisor Representative working at Edward Jones in Delmar, NY and has over 3 years of experience in the finance industry.
Michael Rowe (CRD# 4591167) is an Investment Advisor Representative working at Lpl Financial LLC in Delmar, NY and has over 21 years of experience in the finance industry.
Joseph Abed El Latif (CRD# 6091481) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 9 years of experience in the finance industry.
Anthony Accetta (CRD# 5123632) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Latham, NY and has over 17 years of experience in the finance industry.