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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
Rordan Hart (CRD# 5436871) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 16 years of experience in the finance industry.
Colton Herrington (CRD# 6244797) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 9 years of experience in the finance industry.
Manda Lewis (CRD# 4680433) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 20 years of experience in the finance industry.
Michael Strong (CRD# 6634001) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 7 years of experience in the finance industry.
Thomas Evans (CRD# 7608476) is an Investment Advisor Representative working at Evans Capital Partners LLC in Trumansburg, NY and has 1 year of experience in the finance industry.
Kyle Herrington (CRD# 1334767) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 33 years of experience in the finance industry.
Lucas Herrington (CRD# 5832795) is an Investment Advisor Representative working at Eagle Strategies LLC in Trumansburg, NY and has over 12 years of experience in the finance industry.
Robert Ainslie (CRD# 4176455) is an Investment Advisor Representative working at Morgan Stanley in Ithaca, NY and has over 23 years of experience in the finance industry. Robert Ainslie 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.
Keith Baier (CRD# 4403569) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Ithaca, NY and has over 22 years of experience in the finance industry. Keith Baier 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.
Ryan Barden (CRD# 5929634) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Ithaca, NY and has over 10 years of experience in the finance industry.