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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
Andrew Parlin (CRD# 4369566) is an Investment Advisor Representative working at Washington Peak Investment Advisors LLC in Silver Bay, NY and has over 7 years of experience in the finance industry.
Adam Pearsall (CRD# 4329863) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Glens Falls, NY and has over 22 years of experience in the finance industry.
Caitlin Perry (CRD# 5646213) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rutland, VT and has over 15 years of experience in the finance industry.
James Reynolds (CRD# 2997795) is an Investment Advisor Representative working at Lpl Financial LLC in Rutland, VT and has over 20 years of experience in the finance industry.
Mark Ripley (CRD# 2798199) is an Investment Advisor Representative working at Lpl Financial LLC in Glens Falls, NY and has over 26 years of experience in the finance industry. Mark Ripley 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.
Richard Rodrigue (CRD# 4416416) is an Investment Advisor Representative working at Lpl Financial LLC in Rutland, VT and has over 22 years of experience in the finance industry.
Timothy Ryan (CRD# 4805834) is an Investment Advisor Representative working at Alpenglow Advisors LLC in Killington, VT and has over 19 years of experience in the finance industry.
Scott Scribner (CRD# 2047462) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Brandon, VT and has over 28 years of experience in the finance industry.
Christopher Skinner (CRD# 4636362) is an Investment Advisor Representative working at Citizens Securities, Inc. in Queensbury, NY and has over 8 years of experience in the finance industry.
Rachel Sloan (CRD# 2412421) is an Investment Advisor Representative working at Sloan Advisory Group, Inc. in Glens Falls, NY and has over 30 years of experience in the finance industry. Rachel Sloan 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.