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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
Jonathan Castle (CRD# 6033157) is an Investment Advisor Representative working at Key Investment Services LLC in Albany, NY and has over 12 years of experience in the finance industry.
Steven Catanzaro (CRD# 1609777) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Clifton Park, NY and has over 36 years of experience in the finance industry.
Benjamin Chamberlain (CRD# 4041473) is an Investment Advisor Representative working at Lpl Financial LLC in Burnt Hills, NY and has over 24 years of experience in the finance industry.
Anthony Chrisikos (CRD# 1236911) is an Investment Advisor Representative working at Key Investment Services LLC in Guilderland, NY and has over 40 years of experience in the finance industry.
William Chronister (CRD# 5365002) is an Investment Advisor Representative working at Edward Jones in Delmar, NY and has over 2 years of experience in the finance industry.
Andrew Clark (CRD# 5155991) is an Investment Advisor Representative working at Lpl Financial LLC in Niskayuna, NY and has over 17 years of experience in the finance industry.
Mariah Clark (CRD# 3075977) is an Investment Advisor Representative working at Graypoint LLC in Albany, NY and has over 24 years of experience in the finance industry. Mariah 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.
Nicholas Clay (CRD# 6731500) is an Investment Advisor Representative working at Primerica Advisors in Clifton Park, NY and has over 7 years of experience in the finance industry.
Robert Colley (CRD# 710427) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Glenville, NY and has over 37 years of experience in the finance industry. Robert Colley 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.
John Conaway (CRD# 4133395) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 24 years of experience in the finance industry.