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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
Brian Drumm (CRD# 5861168) is an Investment Advisor Representative working at Primetime Wealth Management LLC in Pittsford, NY and has over 13 years of experience in the finance industry.
Matthew Dunn (CRD# 6343057) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 5 years of experience in the finance industry.
Christopher Edgcomb (CRD# 6418968) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fairport, NY and has over 8 years of experience in the finance industry.
Leslie Edgcomb (CRD# 719115) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fairport, NY and has over 43 years of experience in the finance industry. Leslie Edgcomb 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.
Matthew Eggar (CRD# 4982732) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Fairport, NY and has over 18 years of experience in the finance industry.
Mark Eidlin (CRD# 2224330) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Pittsford, NY and has over 31 years of experience in the finance industry.
Andrea Ells (CRD# 6263051) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has 1 year of experience in the finance industry. Andrea Ells 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.
Dana Elston (CRD# 1613855) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Pittsford, NY and has over 37 years of experience in the finance industry.
Christine Embling (CRD# 2257548) is an Investment Advisor Representative working at Esi Financial Advisors in Rochester, NY and has over 31 years of experience in the finance industry.
Zachary Erskine (CRD# 5887117) is an Investment Advisor Representative working at Seneca Financial Advisors LLC in Rochester, NY and has 1 year of experience in the finance industry. Zachary Erskine 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.