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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
Justin Staie (CRD# 6374692) is an Investment Advisor Representative working at Lpl Financial LLC in Saugerties, NY and has over 9 years of experience in the finance industry.
Salman Afzal (CRD# 6864615) is an Investment Advisor Representative working at Lpl Financial LLC in Lake Katrine, NY and has over 6 years of experience in the finance industry.
Robert Allen (CRD# 4222994) is an Investment Advisor Representative working at Avantax Advisory Services in Lake Katrine, NY and has over 23 years of experience in the finance industry.
Robert Alonso (CRD# 7182718) is an Investment Advisor Representative working at Third Eye Associates, Ltd in Red Hook, NY and has over 4 years of experience in the finance industry.
Julie Applegate (CRD# 6738919) is an Investment Advisor Representative working at Primerica Advisors in Delmar, NY and has over 7 years of experience in the finance industry.
Alexandra Armstrong (CRD# 6975768) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, NY and has over 4 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 14 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.
Eoin Carroll (CRD# 5749342) is an Investment Advisor Representative working at Lpl Financial LLC in Glenmont, NY and has over 13 years of experience in the finance industry.
Samantha Cash (CRD# 7904858) is an Investment Advisor Representative working at Fg Advisory Services, LLC in Catskill, NY and has 1 year of experience in the finance industry.