Invested Better
Advisors in Hornell, New York
5 Results
Unclaimed

LPL Financial LLC

location

HORNELL, NY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Howe is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets. Benjamin Howe has over 10 years of experience in the financial services industry. Benjamin Howe is registered to provide investment advice in 12 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

HORNELL, NY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kelly Burdick is a financial advisor at LPL Financial LLC with over 1 year of experience in the industry. Kelly is registered to provide investment advice in Florida, New York, and Pennsylvania. Kelly holds Series 63, Series 7TO, and SIE licenses. Kelly is located at 6250 COUNTY ROUTE 64 in HORNELL, NY. Kelly previously worked at CADARET, GRANT & CO., INC..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cadaret, Grant & CO., Inc.

location

HORNELL, NY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Kelley is an investment advisor representative with Cadaret, Grant & CO., Inc. Nicholas has been in the financial services industry since 2017. Nicholas holds Series 7TO, Series 66 and SIE licenses. Nicholas is licensed to provide investment advice in New York. Nicholas also provides accounting services and is a board member for St. James Hospital.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cadaret, Grant & CO., Inc.

location

HORNELL, NY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Raymond Auman is a registered representative with Cadaret, Grant & CO., Inc. Raymond is also a registered investment advisor. Raymond has been in the securities industry since 2023. Raymond has passed the Series 7TO, SIE, and Series 66 exams. Raymond is licensed in 21 states. Raymond has worked for Maple City Financial Services, PM Research Inc., Arthur J Gallagher, Evans Agency LLC, and Paychex, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cadaret, Grant & CO., Inc.

location

HORNELL, NY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Beers is a Registered Representative for Cadaret, Grant & CO., Inc. in the Hornell, NY branch office. Thomas's career in the securities industry began in February 2022. Thomas has passed the Series 66, Series 7TO, and SIE exams. Thomas also has experience in the banking industry with Maple City Savings Bank and the financial services industry as the owner of Maple City Financial Services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals