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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
Joseph Topichak (CRD# 3204521) is an Investment Advisor Representative working at Lpl Financial LLC in Hammondsport, NY and has over 14 years of experience in the finance industry.
Tim Vangorder (CRD# 4532738) is an Investment Advisor Representative working at Primerica Advisors in Canandaigua, NY and has over 21 years of experience in the finance industry.
Andrew Ward (CRD# 6590137) is an Investment Advisor Representative working at Lpl Financial LLC in Canandaigua, NY and has over 8 years of experience in the finance industry. Andrew Ward 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.
Ziad Wehbe (CRD# 5773742) is an Investment Advisor Representative working at Balfour Capital Management in Rochester, NY and has over 13 years of experience in the finance industry.
Dwight Winkelman (CRD# 2238566) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Skaneateles, NY and has over 31 years of experience in the finance industry. Dwight Winkelman 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.
Daniel Wright (CRD# 5009971) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 16 years of experience in the finance industry.
Charles Barnes (CRD# 4920725) is an Investment Advisor Representative working at Merryfield Barnes, LLC in Ithaca, NY and has over 18 years of experience in the finance industry.
Russell Barone (CRD# 4091012) is an Investment Advisor Representative working at Commonwealth Financial Network in Canandaigua, NY and has over 24 years of experience in the finance industry.
Daniel Bennett (CRD# 5712472) is an Investment Advisor Representative working at Lake Water Advisory, LLC in Skaneateles, NY and has over 13 years of experience in the finance industry. Daniel Bennett 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.
Ryan Bierley (CRD# 5533189) is an Investment Advisor Representative working at Fsp Advisors, Inc. in Rochester, NY and has over 15 years of experience in the finance industry.