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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
Brandon Walker (CRD# 6783205) is an Investment Advisor Representative working at Equitable Advisors, LLC in Waverly, NY and has over 6 years of experience in the finance industry.
David Whetsell (CRD# 4477161) is an Investment Advisor Representative working at Lpl Financial LLC in Wyalusing, PA and has over 22 years of experience in the finance industry.
Lynn Williams (CRD# 2015850) is an Investment Advisor Representative working at Vanderbilt Advisory Services in Elmira, NY and has over 34 years of experience in the finance industry. Lynn Williams 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.
Robert Williams (CRD# 4314217) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, PA and has over 23 years of experience in the finance industry.
John Zerbee (CRD# 2171775) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Towanda, PA and has over 32 years of experience in the finance industry.
Gerri Harrison (CRD# 2822207) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 27 years of experience in the finance industry. Gerri Harrison 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.
John Nolt (CRD# 5038487) is an Investment Advisor Representative working at Lpl Financial LLC in Town Of Horseheads, NY and has over 18 years of experience in the finance industry.
Matthew Adler (CRD# 1021953) is an Investment Advisor Representative working at Ashton Thomas Securities, LLC in Endicott, NY and has over 39 years of experience in the finance industry.
David Allen (CRD# 2673575) is an Investment Advisor Representative working at Lpl Financial LLC in Owego, NY and has over 26 years of experience in the finance industry.
Andrew Baron (CRD# 6259780) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has over 10 years of experience in the finance industry. Andrew Baron 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.