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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
Joseph Barcellona (CRD# 5976472) is an Investment Advisor Representative working at Lpl Financial LLC in Victor, NY and has over 12 years of experience in the finance industry. Joseph Barcellona 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.
Dana Bell (CRD# 5261380) is an Investment Advisor Representative working at Bell Rock Asset Management LLC in Victor, NY and has over 13 years of experience in the finance industry.
Richard Bentley (CRD# 4777178) is an Investment Advisor Representative working at Cooper/haims Advisors, LLC in Victor, NY and has 1 year of experience in the finance industry. Richard Bentley 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.
Amanda Delmonico (CRD# 6655899) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has 1 year of experience in the finance industry.
Paul Deloria (CRD# 4770115) is an Investment Advisor Representative working at Lpl Financial LLC in Victor, NY and has over 9 years of experience in the finance industry. Paul Deloria 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.
Alan Deuel (CRD# 4491168) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Victor, NY and has over 21 years of experience in the finance industry.
Kirk Dougherty (CRD# 7029634) is an Investment Advisor Representative working at Eagle Strategies LLC in Victor, NY and has over 4 years of experience in the finance industry.
Bradley Dufrane (CRD# 2656156) is an Investment Advisor Representative working at Eagle Strategies LLC in Victor, NY and has over 28 years of experience in the finance industry.
Nathan Elvers (CRD# 5543258) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 15 years of experience in the finance industry.
Alyssa Girod (CRD# 7032448) is an Investment Advisor Representative working at Prosperity Advisory Group LLC in Victor, NY and has 1 year of experience in the finance industry.