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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
Marcia Ford (CRD# 1095869) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rochester, NY and has over 37 years of experience in the finance industry.
Kevin Garden (CRD# 6041166) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rochester, NY and has over 11 years of experience in the finance industry. Kevin Garden 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.
Peter George (CRD# 5142227) is an Investment Advisor Representative working at Lpl Financial LLC in Camillus, NY and has over 17 years of experience in the finance industry.
James Gregg (CRD# 3099209) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Skaneateles, NY and has over 25 years of experience in the finance industry.
Roger Hare (CRD# 703817) is an Investment Advisor Representative working at Lpl Financial LLC in Marcellus, NY and has over 32 years of experience in the finance industry.
William Henry (CRD# 2907096) is an Investment Advisor Representative working at Edward Jones in Penn Yan, NY and has over 26 years of experience in the finance industry. William Henry 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.
Brian Hopper (CRD# 5888397) is an Investment Advisor Representative working at Lpl Financial LLC in Syracuse, NY and has over 13 years of experience in the finance industry.
Benjamin Hussong (CRD# 6258955) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Camillus, NY and has over 10 years of experience in the finance industry.
Jeffrey Jock (CRD# 4418581) is an Investment Advisor Representative working at Cuso Financial Services, LP in Auburn, NY and has over 22 years of experience in the finance industry. Jeffrey Jock 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.