cb-ga,
As I'm sure you're aware, St. Lawrence County is a rather sparsely
populated part of New York State, and as such, there are only a
handful of financial advisers that show up, even from a comprehensive
search of Yellow Pages, and numerous specialized business and
financial directories.
Where I could identify the names of individual advisers, I checked
several databases for registration information, and included this as
well, wherever such registrations were found.
Some of the registrations can be found on the SEC's Investment Adviser site:
http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_OrgSearch.aspx
By searching at the above site for the relevant individual or firm,
you'll be taken to a fairly comprehensive set of information submitted
by the adviser -- make sure to click the 'Next' link at the bottom of
each page to see the full information submitted by the adviser.
I trust the information below fully answers your question.
However, please don't rate this answer until you have everything you
need. If you would like any additional information, just post a
Request for Clarification to let me know how I can assist you further,
and I'm at your service.
All the best,
pafalafa-ga
=====================================
Financial Services Plus Massena, NY
82 Main St
Massena, NY 13662-1909
(315) 769-1160
Location Employees: 1 to 4
Est. Annual Sales: $500,000 to $1 Million
Niles Asset Management
96 Main St
Potsdam, NY 13676-2132
Phone: (315) 265-8088
Location Employees: 1
Est. Annual Sales: Less Than $500,000
Owner Mr. Terry Niles
Registered at the SEC Investment Adviser site:
http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_OrgSearch.aspx
Primerica Financial Svc
6604 State Highway 56
Potsdam, NY 13676-3545
Phone: (315) 265-5780
Location Employees: 1
Est. Annual Sales: Less Than $500,000
Parent Company: Citigroup Inc
Vice President Mr. Harry James
Prudential Financial
5405 State Highway 812
Ogdensburg, NY 13669-5322
Phone: (315) 394-9808
Location Employees: 1 to 4
Est. Annual Sales: $500,000 to $1 Million
Truax & Son Insurance
15 N Main St
Hammond, NY
ZIP Code: 13646-3186
Phone: (315) 324-5951
Location Employees: 4
Est. Annual Sales: $500,000 to $1 Million
Owner: Mr. Paul Truax
Northwestern Mutual Financial Network Co - Melchior Agency
71 Market Street
Potsdam, NY 13676
phone: (315) 265-8334
Registered at the SEC Investment Adviser site:
http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_OrgSearch.aspx
Edward Jones Investments
9 Maple Street, Potsdam, NY 13676
phone: (315) 265-3471
=====
Corporate Finance Associates
Russell Road, Canton, NY 13617
(315) 386-4376
Stone House Associates
Russell Road, Canton, NY 13617
(315) 386-4376
[the above two companies are listed separately, but have the same
address and phone, and presumably one and the same companies]
=====
The Investment Center
215 East Orvis Street, Massena, NY 13662
(315) 764-1418
Brian W. Staples, CPA
30 Court Street, Canton, NY 13617
(315) 386-8194
Licensed CPA with NYS:
http://www.nysed.gov/coms/op001/opscr2?profcd=07&plicno=036246
Prudential Insurance Co
31 Glenn St Massena, NY 13662
Phone: (315) 769-5096
Randy L Peets Law Firm
1970 Saint Regis Blvd Massena, NY 13662
Phone: (315) 764-0569
Registered with NYS Bar:
http://iapps.courts.state.ny.us/attorney/AttorneyDetails?attorneyId=5420833
R & P Financial Services
43 1/2 Market St Potsdam, NY 13676
(315) 265-4578
McCollum Financial Group LLC
95 E Main St Gouverneur, NY 13642
(315) 287-7878
==========================================
Again, if there's anything more I can do for you on this, just let me know.
paf |
