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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
Brent Ascroft (CRD# 4263187) is an Investment Advisor Representative working at Edward Jones in Canandaigua, NY and has over 24 years of experience in the finance industry.
Scott Battle (CRD# 2759149) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bloomfield, NY and has over 27 years of experience in the finance industry. Scott Battle 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.
Shawn Benedict (CRD# 5154457) is an Investment Advisor Representative working at Lpl Financial LLC in Belfast, NY and has over 17 years of experience in the finance industry.
April Booth (CRD# 4482025) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Springwater, NY and has over 22 years of experience in the finance industry.
Kent Brown (CRD# 2006578) is an Investment Advisor Representative working at Avantax Advisory Services in Bath, NY and has over 33 years of experience in the finance industry. Kent Brown 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.
Allen Cohen (CRD# 849258) is an Investment Advisor Representative working at Lpl Financial LLC in Canandaigua, NY and has over 43 years of experience in the finance industry.
Bradley Cohen (CRD# 4034110) is an Investment Advisor Representative working at Lpl Financial LLC in Canandaigua, NY and has over 17 years of experience in the finance industry.
Paul Deagle (CRD# 6755218) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Morris, NY and has over 17 years of experience in the finance industry. Paul Deagle 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.
Bradley Donner (CRD# 1861531) is an Investment Advisor Representative working at Cl Wealth Management LLC in Canandaigua, NY and has over 35 years of experience in the finance industry.
John Haugh (CRD# 2802866) is an Investment Advisor Representative working at Hyjc Capital Of Wny in Lakeville, NY and has over 27 years of experience in the finance industry. John Haugh 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.