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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
Leroy Kunkel (CRD# 1236089) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Albany, NY and has over 40 years of experience in the finance industry.
Edward Lane (CRD# 5124793) is an Investment Advisor Representative working at Lane Asset Management in Stockbridge, MA and has over 18 years of experience in the finance industry. Edward Lane 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.
Robert Lane (CRD# 1500710) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Albany, NY and has over 38 years of experience in the finance industry.
Sean Leblanc (CRD# 2163582) is an Investment Advisor Representative working at Lpl Financial LLC in Cheshire, MA and has over 32 years of experience in the finance industry.
Shawn Leonard (CRD# 4643578) is an Investment Advisor Representative working at Commonwealth Financial Network in North Adams, MA and has over 21 years of experience in the finance industry.
David Lessner (CRD# 5053906) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Pittsfield, MA and has over 18 years of experience in the finance industry.
Athanasios Liapis (CRD# 4197034) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 23 years of experience in the finance industry.
Jason Licata (CRD# 5344407) is an Investment Advisor Representative working at Citizens Securities, Inc. in Albany, NY and has over 16 years of experience in the finance industry.
Dion Lika (CRD# 6623888) is an Investment Advisor Representative working at Citizens Securities, Inc. in Albany, NY and has over 7 years of experience in the finance industry.
Robert Lilley (CRD# 2712243) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Albany, NY and has over 28 years of experience in the finance industry.