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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
George Christie (CRD# 2872075) is an Investment Advisor Representative working at Lpl Financial LLC in Syracuse, NY and has over 27 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.
Randy Corl (CRD# 6761991) is an Investment Advisor Representative working at Primerica Advisors in Skaneateles, NY and has over 6 years of experience in the finance industry.
Mackenzie Crawford (CRD# 6883193) is an Investment Advisor Representative working at Primerica Advisors in Skaneateles, NY and has over 5 years of experience in the finance industry.
Daniel Cuddy (CRD# 2286154) is an Investment Advisor Representative working at Avantax Advisory Services in Auburn, NY and has over 31 years of experience in the finance industry. Daniel Cuddy 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.
Jon Davidson (CRD# 61590) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cazenovia, NY and has over 38 years of experience in the finance industry.
Cynthia Decker (CRD# 6051877) is an Investment Advisor Representative working at Prudential Financial Planning Services in Cazenovia, NY and has over 11 years of experience in the finance industry.
Gillian Dimora (CRD# 5676133) is an Investment Advisor Representative working at Equitable Advisors, LLC in Auburn, NY and has over 12 years of experience in the finance industry.
Thomas Donahue (CRD# 2853353) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Marietta, NY and has over 27 years of experience in the finance industry.