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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
Robert Carey (CRD# 2890117) is an Investment Advisor Representative working at Lpl Financial LLC in Norwich, NY and has over 26 years of experience in the finance industry.
Roger Clarkson (CRD# 2651511) is an Investment Advisor Representative working at Lpl Financial LLC in Norwich, NY and has over 28 years of experience in the finance industry. Roger Clarkson 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.
Alexandra Erath (CRD# 6103186) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norwich, NY and has over 11 years of experience in the finance industry.
Bruce Erath (CRD# 1836836) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norwich, NY and has over 35 years of experience in the finance industry.
Erinn Flanagan (CRD# 2279316) is an Investment Advisor Representative working at Flanagan Financial Management in Norwich, NY and has over 29 years of experience in the finance industry.
Timothy Guinn (CRD# 7028164) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Norwich, NY and has over 5 years of experience in the finance industry.
James Marshall (CRD# 6075990) is an Investment Advisor Representative working at Lpl Financial LLC in Kirkwood, NY and has over 7 years of experience in the finance industry.
Neal Miller (CRD# 823284) is an Investment Advisor Representative working at Fsc Wealth Advisors, LLC in Oneonta, NY and has over 35 years of experience in the finance industry.
Christopher Rollo (CRD# 7054015) is an Investment Advisor Representative working at Morgan Stanley in Oneonta, NY and has over 2 years of experience in the finance industry.
Skylar Thompson (CRD# 7695776) is an Investment Advisor Representative working at Lpl Financial LLC in Oneonta, NY and has 1 year of experience in the finance industry.