LPL Financial
44yrs
Top advisor by experience in Cortland
Financial advisors in Cortland, NY
Looking for a financial advisor in Cortland, NY? We list 15 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
15Advisors with offices here
24Median years of experience
87%Fiduciary advisors?
7Firms represented
Largest firms here: LPL Financial LLC (4), Ameriprise Financial Services, LLC (3), LPL Enterprise, LLC (2).
Nearby: Homer, Moravia, Tully, Lansing, Ithaca.
Ameriprise Financial Services
41yrs
Top 3% by experience in New York
LPL Financial
34yrs
Top 10% by experience nationwide
Mayflower Capital
32yrs
Top 13% by experience nationwide
Ameriprise Financial Services
30yrs
Top 16% by experience nationwide
Edward Jones
28yrs
Top 8% by experience at Edward Jones
Commonwealth Financial Network
26yrs
More experience than 74% of advisors nationwide
LPL Financial
24yrs
More experience than 70% of advisors nationwide
Cetera Investment Advisers
22yrs
More experience than 67% of advisors nationwide
LPL Financial
16yrs
More experience than 53% of advisors in New York
Edward Jones
6yrs
6 years in the industry
Ameriprise Financial Services
4yrs
4 years in the industry
LPL Enterprise
2yrs
2 years in the industry
LPL Enterprise
1yr
1 years in the industry
Cetera Investment Advisers
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.