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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
James Marshall (CRD# 6075990) is an Investment Advisor Representative working at Lpl Financial LLC in Kirkwood, NY and has over 7 years of experience in the finance industry.
Sian Matt (CRD# 7347452) is an Investment Advisor Representative working at Lpl Financial LLC in Owego, NY and has over 2 years of experience in the finance industry.
Marshall McCormick (CRD# 6218131) is an Investment Advisor Representative working at Fingerlakes Wealth Management, Inc. in Ithaca, NY and has over 10 years of experience in the finance industry. Marshall McCormick 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.
Amy Michaels (CRD# 6382060) is an Investment Advisor Representative working at S.e.e.d. Planning Group, LLC in Binghamton, NY and has over 8 years of experience in the finance industry. Amy Michaels 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.
Jeffrey Miller (CRD# 4572709) is an Investment Advisor Representative working at Avantax Advisory Services in Vestal, NY and has over 21 years of experience in the finance industry.
Raymond O'bannion (CRD# 6144409) is an Investment Advisor Representative working at Prudential Financial Planning Services in Ithaca, NY and has over 11 years of experience in the finance industry.
Angela Oneill (CRD# 2969167) is an Investment Advisor Representative working at New Horizon Financial Strategies, LLC in Ithaca, NY and has over 26 years of experience in the finance industry. Angela Oneill 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.
John Paulin (CRD# 4005337) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Johnson City, NY and has over 23 years of experience in the finance industry.
Christa Perry (CRD# 5618621) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 14 years of experience in the finance industry.
Kevin Porter (CRD# 2652928) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 28 years of experience in the finance industry.