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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
David Hall (CRD# 6834428) is an Investment Advisor Representative working at Edward Jones in Batavia, NY and has over 4 years of experience in the finance industry.
Christina Hand (CRD# 4730006) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Nunda, NY and has over 20 years of experience in the finance industry.
Collin Hawes (CRD# 5069063) is an Investment Advisor Representative working at Lpl Financial LLC in Geneseo, NY and has over 16 years of experience in the finance industry.
Amanda Heagerty (CRD# 6698102) is an Investment Advisor Representative working at Horizon Financial in West Henrietta, NY and has over 7 years of experience in the finance industry.
Stephen Hicks (CRD# 5383772) is an Investment Advisor Representative working at Brighton Securities Corp. in Batavia, NY and has over 16 years of experience in the finance industry.
Dylan Joy (CRD# 7260606) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Batavia, NY and has over 3 years of experience in the finance industry.
John Kehrer (CRD# 1456985) is an Investment Advisor Representative working at Avantax Advisory Services in Henrietta, NY and has over 38 years of experience in the finance industry.
George Larry (CRD# 4922516) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Henrietta, NY and has over 18 years of experience in the finance industry.
Anthony Mancuso (CRD# 2144148) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Batavia, NY and has over 32 years of experience in the finance industry. Anthony Mancuso 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.
Michael McNaughton (CRD# 2078200) is an Investment Advisor Representative working at Commonwealth Financial Network in Geneseo, NY and has over 33 years of experience in the finance industry. Michael McNaughton 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.