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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
Louis Deppas (CRD# 1779324) is an Investment Advisor Representative working at Lincoln Investment in Lakewood, NY and has over 35 years of experience in the finance industry.
Margo Dowd (CRD# 7573132) is an Investment Advisor Representative working at Gladstone Wealth Partners in Warren, PA and has 1 year of experience in the finance industry.
Lori Fischer (CRD# 1786735) is an Investment Advisor Representative working at Lpl Financial LLC in Lakewood, NY and has over 5 years of experience in the finance industry.
Elisabeth Hall (CRD# 5315545) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bemus Point, NY and has over 17 years of experience in the finance industry.
Tanya Hoffman (CRD# 6269026) is an Investment Advisor Representative working at Lpl Financial LLC in Warren, PA and has over 8 years of experience in the finance industry.
Mark Phillips (CRD# 3045866) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Warren, PA and has over 25 years of experience in the finance industry.
Lorie Runge (CRD# 7530801) is an Investment Advisor Representative working at Lpl Financial LLC in Fredonia, NY and has 1 year of experience in the finance industry.
Nathan Slate (CRD# 6035244) is an Investment Advisor Representative working at Lincoln Investment in Lakewood, NY and has over 12 years of experience in the finance industry.
Steven Strothman (CRD# 1305712) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fredonia, NY and has over 23 years of experience in the finance industry.
Erinn Sveda (CRD# 7852676) is an Investment Advisor Representative working at Cwm, LLC in Warren, PA and has 1 year of experience in the finance industry.