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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
Lawrence Agler (CRD# 1476297) is an Investment Advisor Representative working at Lpl Financial LLC in Saratoga Springs, NY and has over 38 years of experience in the finance industry.
Stacy Akaka (CRD# 6561717) is an Investment Advisor Representative working at Morgan Stanley in Saratoga Springs, NY and has over 8 years of experience in the finance industry.
Michael Altavilla (CRD# 6143138) is an Investment Advisor Representative working at Mml Investors Services, LLC in Saratoga Springs, NY and has over 10 years of experience in the finance industry. Michael Altavilla 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.
Joseph Arena (CRD# 4997368) is an Investment Advisor Representative working at Quartz Partners Investment Management in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
Andrew Armstrong (CRD# 6242716) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 10 years of experience in the finance industry.
Stephen Basile (CRD# 6697788) is an Investment Advisor Representative working at Ascent Wealth Partners, LLC in Saratoga Springs, NY and has over 7 years of experience in the finance industry.
Keith Bernard (CRD# 5920542) is an Investment Advisor Representative working at Rockefeller Capital Management in Saratoga Springs, NY and has over 12 years of experience in the finance industry.
Kyle Boni (CRD# 6110530) is an Investment Advisor Representative working at Shade Tree Advisors LLC in Saratoga Springs, NY and has over 10 years of experience in the finance industry.
Luke Boughton (CRD# 5729882) is an Investment Advisor Representative working at The Ayco Company, LP in Saratoga Springs, NY and has over 13 years of experience in the finance industry.