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6 advisors near
14843
within the area shown on the map
Out of 400,000+ nationwide
Benjamin H
Series 63, Series 65
Almond, NY
Principal Financial Services
Benjamin Hardy is a financial advisor at Principal Financial Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Life Insurance Company and Principal Securities Inc. since 2020. Outside of his advisory role, he is an agent for fixed insurance products including life, annuity, disability, health, long-term care, and Medicare-related coverages. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.
Curtis C
ChFC®, Series 63
Almond, NY
Principal Financial Services
Curtis Corkey is a financial advisor with Principal Financial Services holding a ChFC® designation and Series 63 license, with 29 years of industry experience. He has worked at Principal Securities since 2016 and has longstanding roles with Principal Life Insurance and CTC Financial Services dating back to the late 1990s. Outside of his advisory work, Curtis owns a small community hardware store intended for family succession and serves as church treasurer for Wellsville Full Gospel Church. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.
Nicholas K
Series 66
Hornell, NY
LPL Financial
Nicholas Kelley is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at Cadaret Grant & Co., Inc. He is also involved in accounting and tax preparation, and serves as CFO for Maple City Financial Services and Maple City Savings Bank, FSB. Outside of finance, he is an owner of a farm and serves as secretary on the board of St. James Hospital, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.
Raymond A
Series 66
Hornell, NY
LPL Financial
Raymond Auman is a Series 66 licensed financial advisor with three years of industry experience. He is currently with LPL Financial and previously worked at Cadaret Grant & Co., Inc., Maple City Financial Services, PM Research Inc., Arthur J Gallagher, and Evans Agency LLC. Outside of his advisory role, he owns Auman Adventures LLC, a non-investment-related, home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing various portfolios and third-party subadvisors while supporting advisors with advanced operational and research tools.
Daniel B
Series 66
Andover, NY
Equitable Advisors
Daniel Bentz is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2017, previously associated with Axa Advisors. Outside of his advisory role, he serves as Power of Attorney for his father's TIAA-CREF account. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm employs a network of Investment Adviser Representatives and utilizes a variety of third-party advisory programs and discretionary management models to serve a broad client base.
Summer S
Series 66
Hornell, NY
LPL Financial
Summer Sawdey is a financial advisor with LPL Financial in Hornell, NY, holding a Series 66 credential and five years of industry experience. Her prior work includes roles at Kestra Investment Services, Financial Advocates Investment Management, and Citigroup. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
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Finding advisors...
6 advisors near
14843
within the area shown on the map
Out of 400,000+ nationwide