-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Thomas Babcock (CRD# 1003189) is an Investment Advisor Representative working at Lpl Financial LLC in Clifton Park, NY and has over 28 years of experience in the finance industry.
Gary Barkman (CRD# 1320077) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Albany, NY and has over 39 years of experience in the finance industry. Gary Barkman 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.
Khooshbu Bassi (CRD# 6952641) is an Investment Advisor Representative working at Edward Jones in Clifton Park, NY and has over 5 years of experience in the finance industry.
Daniel Bauer (CRD# 4430682) is an Investment Advisor Representative working at Allsquare Wealth Management, LLC in Albany, NY and has over 22 years of experience in the finance industry. Daniel Bauer 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.
Elizabeth Bauer (CRD# 5766264) is an Investment Advisor Representative working at Eagle Strategies LLC in Albany, NY and has over 11 years of experience in the finance industry.
Jason Bays (CRD# 5388062) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Slingerlands, NY and has over 16 years of experience in the finance industry. Jason Bays 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.
Derek Bell (CRD# 2882039) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Albany, NY and has over 23 years of experience in the finance industry.
Ronald Bender (CRD# 1932663) is an Investment Advisor Representative working at Lpl Financial LLC in Guilderland, NY and has over 35 years of experience in the finance industry.
Carrie Benson (CRD# 4914539) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clifton Park, NY and has over 18 years of experience in the finance industry.
John Bevilacqua (CRD# 20770) is an Investment Advisor Representative working at Commonwealth Financial Network in Albany, NY and has over 31 years of experience in the finance industry.