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Lisa S
Series 66
Boonville, NY
Money Concepts Capital Corp
Lisa Stanford is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and 18 years of industry experience. She has been with Money Concepts since 2006. Outside of her advisory role, Stanford is involved as secretary of the Boonville Area Chamber of Commerce, and she has roles in radio broadcasting and as a DJ under DJ Unicorn Chaos. Money Concepts Advisory Service provides investment advisory and financial planning to a wide range of clients, including individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies and operates as an enterprise adviser with several hundred advisors managing approximately $4.07 billion in client assets.
Taylor J
Series 63, Series 65
Westernville, NY
Valic Financial Advisors
Taylor Jaquays is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Valic Financial Advisors in 2017, Jaquays worked at Mutual of Omaha, Ralston Supply/Colgate University, and Serendipity Ventures. Jaquays also acts as an agent for non-securities insurance products with Agia. Valic Financial Advisors is a large enterprise firm serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and multiple wrap programs through a network of over 1,200 advisors, utilizing a centralized technology platform and discretionary unified managed accounts.
David O
Series 66
Lyon Falls, NY
LPL Financial
David O'Neil Jr. is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has worked previously at INVEST Financial Corporation, Community Bank, NA, and Morgan Stanley & Co. LLC. Outside of his advisory role, he is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its extensive network of over 22,800 advisors managing more than $819 billion in discretionary assets.
Timothy F
Series 63
Port Leyden, NY
Cambridge Investment Research Advisors
Timothy Fraser is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked with Cambridge Investment Research since 2016. Outside of his advisory role, Fraser is involved in coaching others to ride motorcycles through Go Motorcycling Inc. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered by independent professionals, utilizing multiple custodial platforms and a variety of investment strategies, including proprietary models and third-party solutions.
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