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Distance Only Liverpool, NY
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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
Susan Lohmiller (CRD# 4280888) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 23 years of experience in the finance industry.
Gary Lucas (CRD# 4406043) is an Investment Advisor Representative working at Lpl Financial LLC in Liverpool, NY and has over 22 years of experience in the finance industry.
John Mahshie (CRD# 5824305) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 13 years of experience in the finance industry.
Linda McAnelly (CRD# 1777493) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Liverpool, NY and has over 36 years of experience in the finance industry.
Howard Modell (CRD# 2407367) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Liverpool, NY and has over 30 years of experience in the finance industry.
Brenda Monk (CRD# 1966429) is an Investment Advisor Representative working at Lpl Financial LLC in Liverpool, NY and has over 34 years of experience in the finance industry.
Jason Moody (CRD# 4001383) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Liverpool, NY and has over 22 years of experience in the finance industry.
John Naprawa (CRD# 7569352) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Liverpool, NY and has 1 year of experience in the finance industry.
Bryan Parmley (CRD# 3043296) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Liverpool, NY and has over 25 years of experience in the finance industry. Bryan Parmley 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.
Steven Patton (CRD# 4053731) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Liverpool, NY and has over 16 years of experience in the finance industry.