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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
Erik Damers (CRD# 5169423) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in West Fulton, NY and has over 17 years of experience in the finance industry.
Shannon Almy (CRD# 5163406) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Albany, NY and has over 9 years of experience in the finance industry.
Jesse Koepp (CRD# 2679617) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Albany, NY and has over 20 years of experience in the finance industry.
Christopher Laporta (CRD# 3128292) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Albany, NY and has over 25 years of experience in the finance industry. Christopher Laporta 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.
Diane Marra (CRD# 1045423) is an Investment Advisor Representative working with Horter Investment Management, LLC.
A Registered Financial Consultant, Author and founder of Marra Financial Group, Diane is committed to empowering her clients with the knowledge necessary to make more informed decisions about their financial well being. One of the major advantages Diane offers her clients is her vast knowledge of retirement issues that she has gained with her 38 years of experience in the financial services industry.
William McCartan (CRD# 1470098) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Albany, NY and has over 18 years of experience in the finance industry.
Peter Pochily (CRD# 6152309) is an Investment Advisor Representative working at Lpl Financial LLC in Hobart, NY and has over 11 years of experience in the finance industry.
Ricki Lyn Proctor (CRD# 4185003) is an Investment Advisor Representative working at Advice And Planning Services in Middleburgh, NY and has 1 year of experience in the finance industry.
Anne Putnam (CRD# 4486527) is an Investment Advisor Representative working at Fenimore Asset Management, Inc. in Albany, NY and has over 19 years of experience in the finance industry.
Todd Robertson (CRD# 5448876) is an Investment Advisor Representative working at A.g.p / Alliance Global Partners in Altamont, NY and has over 16 years of experience in the finance industry.