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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
Richard Emerson (CRD# 5841645) is an Investment Advisor Representative working at Lpl Financial LLC in Great Barrington, MA and has over 12 years of experience in the finance industry.
Michael Fazio (CRD# 2219596) is an Investment Advisor Representative working at Lpl Financial LLC in Great Barrington, MA and has over 16 years of experience in the finance industry.
Jennifer George (CRD# 5706077) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Castleton-On-Hudson, NY and has over 13 years of experience in the finance industry. Jennifer George 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.
Barbara Ginty (CRD# 5014182) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 16 years of experience in the finance industry.
Kathleen Godfrey (CRD# 2672217) is an Investment Advisor Representative working at Godfrey Financial Associates, Inc. in Glenmont, NY and has over 28 years of experience in the finance industry.
Eldon Harris (CRD# 4994519) is an Investment Advisor Representative working at Morgan Stanley in Kingston, NY and has over 18 years of experience in the finance industry.
Steven Harty (CRD# 1247622) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Castleton-On-Hudson, NY and has over 39 years of experience in the finance industry. Steven Harty 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.
Edward Hill (CRD# 2262864) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Kingston, NY and has over 31 years of experience in the finance industry. Edward Hill 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.
Marianne Hobson (CRD# 6374890) is an Investment Advisor Representative working at Lpl Financial LLC in Kingston, NY and has over 7 years of experience in the finance industry.
Seth Hoffman (CRD# 4644285) is an Investment Advisor Representative working at American Investment Services Inc. in Great Barrington, MA and has over 21 years of experience in the finance industry.