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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
Geoffrey Glanville (CRD# 5748588) is an Investment Advisor Representative working at Edward Jones in Penfield, NY and has over 14 years of experience in the finance industry.
James Goetz (CRD# 2826111) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fairport, NY and has over 26 years of experience in the finance industry.
David Gwynn (CRD# 232599) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Victor, NY and has over 29 years of experience in the finance industry.
John Halleran, Jr. (CRD# 2159216) is an Investment Advisor Representative working at Lpl Financial LLC in Fairport, NY and has over 32 years of experience in the finance industry.
Daniel Hare (CRD# 4686625) is an Investment Advisor Representative working at Elevatus Wealth Management, LLC in Victor, NY and has over 20 years of experience in the finance industry.
Rordan Hart (CRD# 5436871) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 16 years of experience in the finance industry.
Robert Hayes (CRD# 5699084) is an Investment Advisor Representative working at Bright Futures Wealth Management, LLC in Webster, NY and has over 14 years of experience in the finance industry.
Kevin Henderson (CRD# 1886637) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fairport, NY and has over 35 years of experience in the finance industry.
Thomas Henderson (CRD# 6741042) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fairport, NY and has over 5 years of experience in the finance industry.
William Henry (CRD# 2907096) is an Investment Advisor Representative working at Edward Jones in Penn Yan, NY and has over 26 years of experience in the finance industry. William Henry 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.