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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 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.
Jennifer Ludwig (CRD# 2699635) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Albany, NY and has over 24 years of experience in the finance industry.
Phuong Luong (CRD# 6815665) is an Investment Advisor Representative working at Just Wealth LLC in Pittsfield, MA and has over 7 years of experience in the finance industry. Phuong Luong 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.
Jason Lurie (CRD# 5453402) is an Investment Advisor Representative working at Park Avenue Securities LLC in Latham, NY and has over 16 years of experience in the finance industry.
Daniel Lydon (CRD# 6344856) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Albany, NY and has over 9 years of experience in the finance industry.
Melissa Lydon (CRD# 5757847) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Great Barrington, MA and has over 13 years of experience in the finance industry.
Thomas Lydon (CRD# 6497266) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Albany, NY and has over 8 years of experience in the finance industry.
James Lynch (CRD# 1264243) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 40 years of experience in the finance industry.
Michael Lyons (CRD# 6524559) is an Investment Advisor Representative working at The Ayco Company, LP in Cohoes, NY and has over 8 years of experience in the finance industry.
Phillip Mabey (CRD# 6264786) is an Investment Advisor Representative working at Eagle Strategies LLC in Latham, NY and has over 9 years of experience in the finance industry.