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Distance Only White Plans, NY
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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
Cole Conrad (CRD# 6123930) is an Investment Advisor Representative working at Lpl Financial LLC in White Plans, NY and has over 10 years of experience in the finance industry.
George Gerhard (CRD# 4597365) is an Investment Advisor Representative working at Lpl Financial LLC in White Plans, NY and has over 15 years of experience in the finance industry.
Ron Pac (CRD# 5740995) is an Investment Advisor Representative working at Lpl Financial LLC in White Plans, NY and has over 13 years of experience in the finance industry. Ron Pac 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.
James Salerno (CRD# 5591139) is an Investment Advisor Representative working at Lpl Financial LLC in White Plans, NY and has over 15 years of experience in the finance industry. James Salerno 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.
James Thompson (CRD# 1175981) is an Investment Advisor Representative working at Lpl Financial LLC in White Plans, NY and has over 39 years of experience in the finance industry.
Ziyah Esbenshade (CRD# 2847848) is an Investment Advisor Representative working at Lpl Financial LLC in White Plans, NY and has over 26 years of experience in the finance industry. Ziyah Esbenshade 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.
Stephen Haeckel (CRD# 4813429) is an Investment Advisor Representative working at Lpl Financial LLC in White Plans, NY and has over 19 years of experience in the finance industry.
Brandon Levine (CRD# 7266184) is an Investment Advisor Representative working at Lpl Financial LLC in White Plans, NY and has over 2 years of experience in the finance industry.