-
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
Angela Gray (CRD# 6538749) is an Investment Advisor Representative working at Avantax Advisory Services in Canton, NY and has 1 year of experience in the finance industry.
John Gray (CRD# 6538828) is an Investment Advisor Representative working at Avantax Advisory Services in Canton, NY and has over 8 years of experience in the finance industry.
Eric Brunet (CRD# 4074136) is an Investment Advisor Representative working at Lpl Financial LLC in Madrid, NY and has over 24 years of experience in the finance industry.
Chad Colbert (CRD# 4730451) is an Investment Advisor Representative working at Ibn Financial Services, Inc. in Potsdam, NY and has over 20 years of experience in the finance industry. Chad Colbert 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.
Joseph Gang (CRD# 6930817) is an Investment Advisor Representative working at Edward Jones in Potsdam, NY and has over 5 years of experience in the finance industry.
Gary Throop (CRD# 4596759) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Potsdam, NY and has over 21 years of experience in the finance industry.
Luke Boyle (CRD# 7646490) is an Investment Advisor Representative working at Morgan Stanley in Potsdam, NY and has 1 year of experience in the finance industry.
Paige Dustin (CRD# 7432438) is an Investment Advisor Representative working at Morgan Stanley in Potsdam, NY and has 1 year of experience in the finance industry.
Jared Hollander (CRD# 7094514) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Massena, NY and has over 3 years of experience in the finance industry. Jared Hollander 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.
Carrie Lane (CRD# 2123243) is an Investment Advisor Representative working at Lpl Financial LLC in Gouverneur, NY and has over 19 years of experience in the finance industry.