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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
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.
William Burns (CRD# 2269169) is an Investment Advisor Representative working at Burns Matteson Capital Management, LLC in Corning, NY and has over 31 years of experience in the finance industry. William Burns 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.
Debra Butters (CRD# 4069079) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elmira, NY and has over 12 years of experience in the finance industry.
Katie Clark (CRD# 2917734) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Elmira, NY and has over 26 years of experience in the finance industry. Katie Clark 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.
Sarah Creath (CRD# 4122970) is an Investment Advisor Representative working at Bck Partners, Inc. in Corning, NY and has 1 year of experience in the finance industry. Sarah Creath 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.
Christopher Davis (CRD# 6579916) is an Investment Advisor Representative working at Burns Matteson Capital Management, LLC in Corning, NY and has over 8 years of experience in the finance industry. Christopher Davis 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.
Rebekah Eason (CRD# 7045466) is an Investment Advisor Representative working at Rooted Planning Group in Corning, NY and has over 5 years of experience in the finance industry. Rebekah Eason 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.
Justin Faulkner (CRD# 6212072) is an Investment Advisor Representative working at Lpl Financial LLC in Elmira, NY and has over 10 years of experience in the finance industry.
John Goldman (CRD# 2733981) is an Investment Advisor Representative working at Mml Investors Services, LLC in Elmira, NY and has over 27 years of experience in the finance industry.
Kristin Harrington (CRD# 5426182) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Corning, NY and has over 15 years of experience in the finance industry.