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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
James Boyce (CRD# 2233644) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 31 years of experience in the finance industry.
Zachary Brown (CRD# 7321869) is an Investment Advisor Representative working at Edward Jones in Oneonta, NY and has over 3 years of experience in the finance industry.
Matthew Campbell (CRD# 6039653) is an Investment Advisor Representative working at Prudential Financial Planning Services in Franklin, NY and has over 11 years of experience in the finance industry.
Cathy Cristman (CRD# 5770223) is an Investment Advisor Representative working at Lifemark Securities Corp. in Little Falls, NY and has over 13 years of experience in the finance industry. Cathy Cristman 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.
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.
Ronald Drake (CRD# 4658183) is an Investment Advisor Representative working at Lifemark Securities Corp. in Clinton, NY and has over 20 years of experience in the finance industry.
Elliott Friedman (CRD# 714411) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has 1 year of experience in the finance industry.
Robert Good (CRD# 1159059) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clinton, NY and has over 23 years of experience in the finance industry.
Ronald Labella (CRD# 2540357) is an Investment Advisor Representative working at Lincoln Investment in Cobleskill, NY and has over 29 years of experience in the finance industry.
Allison Major (CRD# 5592655) is an Investment Advisor Representative working at Lpl Financial LLC in Clinton, NY and has over 15 years of experience in the finance industry.