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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
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.
Robert Kline (CRD# 2530586) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Endwell, NY and has over 29 years of experience in the finance industry. Robert Kline 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.
Charles Barnes (CRD# 4920725) is an Investment Advisor Representative working at Merryfield Barnes, LLC in Ithaca, NY and has over 18 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.
Anthony Bates (CRD# 4650396) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Endicott, NY and has over 20 years of experience in the finance industry.
William Beers (CRD# 2575239) is an Investment Advisor Representative working at Lpl Financial LLC in Sayre, PA and has over 29 years of experience in the finance industry.
Adam Bennett (CRD# 6213433) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Athens, PA and has over 10 years of experience in the finance industry.