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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
Clifford Cashman (CRD# 600530) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Towanda, PA and has over 37 years of experience in the finance industry.
Tari Trowbridge (CRD# 2271403) is an Investment Advisor Representative working at Commonwealth Financial Network in Towanda, PA and has over 31 years of experience in the finance industry. Tari Trowbridge 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 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.
Robert Bradley (CRD# 2153693) is an Investment Advisor Representative working at Lpl Financial LLC in Towanda, PA and has over 32 years of experience in the finance industry. Robert Bradley 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.
Sarah Carr (CRD# 3252000) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Towanda, PA and has over 20 years of experience in the finance industry. Sarah Carr 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.
Kahlil Adames (CRD# 4349306) is an Investment Advisor Representative working at Lpl Financial LLC in Endicott, NY and has over 21 years of experience in the finance industry.
Paula Aveni (CRD# 4893694) is an Investment Advisor Representative working at Lpl Financial LLC in Vestal, NY and has over 17 years of experience in the finance industry.
Richard Barber (CRD# 4286870) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has over 23 years of experience in the finance industry.
Derek Batz (CRD# 2151009) is an Investment Advisor Representative working at Lpl Financial LLC in Dushore, PA and has over 32 years of experience in the finance industry.
John Brand (CRD# 4221381) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elmira, NY and has over 9 years of experience in the finance industry.