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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
Olivia Brownell (CRD# 7589115) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Albany, NY and has 1 year of experience in the finance industry.
Gregory Bruno (CRD# 6632401) is an Investment Advisor Representative working at Lpl Financial LLC in Clifton Park, NY and has over 7 years of experience in the finance industry.
Conor Bryant (CRD# 5086002) is an Investment Advisor Representative working at Commonwealth Financial Network in Slingerlands, NY and has over 15 years of experience in the finance industry. Conor Bryant 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.
Mark Bryant (CRD# 727249) is an Investment Advisor Representative working at Commonwealth Financial Network in Slingerlands, NY and has over 42 years of experience in the finance industry. Mark Bryant 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 Bufkins (CRD# 6073328) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Albany, NY and has over 11 years of experience in the finance industry.
Barnaby Bullard (CRD# 2404722) is an Investment Advisor Representative working at Atlas Private Wealth Management, LLC in Albany, NY and has over 30 years of experience in the finance industry. Barnaby Bullard 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.
Mitchell Calabrese (CRD# 6925650) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has over 4 years of experience in the finance industry.
Nicolas Carbone (CRD# 7799432) is an Investment Advisor Representative working at Equitable Advisors, LLC in Clifton Park, NY and has 1 year of experience in the finance industry.
Stephen Cardinal (CRD# 5665285) is an Investment Advisor Representative working at Eagle Strategies LLC in Albany, NY and has over 2 years of experience in the finance industry.
Roy Casper (CRD# 1157122) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clifton Park, NY and has over 32 years of experience in the finance industry.