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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
Evan Walker (CRD# 2778043) is an Investment Advisor Representative working at Lpl Financial LLC in Norwich, NY and has over 27 years of experience in the finance industry.
Peter Ward (CRD# 5104412) is an Investment Advisor Representative working at Hazard & Siegel Advisory Services LLC in Cazenovia, NY and has over 18 years of experience in the finance industry.
Todd Wilcox (CRD# 5806321) is an Investment Advisor Representative working at Lpl Financial LLC in Norwich, NY and has over 10 years of experience in the finance industry.
Douglas Woolbert (CRD# 2789885) is an Investment Advisor Representative working at Prudential Financial Planning Services in Cazenovia, NY and has over 27 years of experience in the finance industry.
Michael Zoli (CRD# 4631831) is an Investment Advisor Representative working at Lpl Financial LLC in Manlius, NY and has over 20 years of experience in the finance industry. Michael Zoli 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.
Stephen Abbe (CRD# 7561585) is an Investment Advisor Representative working at Orchard Advisors in Cazenovia, NY and has 1 year of experience in the finance industry.
Jordan Alger (CRD# 5564001) is an Investment Advisor Representative working at Lpl Financial LLC in New Berlin, NY and has over 15 years of experience in the finance industry.
Judson Ames (CRD# 5953260) is an Investment Advisor Representative working at Dark Horse Wealth LLC in Cazenovia, NY and has over 16 years of experience in the finance industry.
Leigh Baldwin (CRD# 1895333) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 34 years of experience in the finance industry.
Mauro Bottoni (CRD# 6495263) is an Investment Advisor Representative working at Avantax Advisory Services in Manlius, NY and has over 8 years of experience in the finance industry.