Google Answers Logo
View Question
Q: Financial Advisors in St. Lawrence County ( Answered,   0 Comments )
Subject: Financial Advisors in St. Lawrence County
Category: Business and Money > Finance
Asked by: curiousbanker-ga
List Price: $125.00
Posted: 17 Nov 2006 07:31 PST
Expires: 17 Dec 2006 07:31 PST
Question ID: 783561
I want the names of Financial Advisors working in St. Lawrence County
in New York and the company they currently work for.  They can be
wirehouse reps, or licensed bank employees.

I would also like to know what investment and insurance licenses they
have, but this is not required.  If you can get the license info, I'll
include a tip.  If you can provide what their past production has
been, I'll include an even bigger tip.
Subject: Re: Financial Advisors in St. Lawrence County
Answered By: pafalafa-ga on 17 Nov 2006 17:30 PST

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:

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,



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:

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:

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:

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:

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.

There are no comments at this time.

Important Disclaimer: Answers and comments provided on Google Answers are general information, and are not intended to substitute for informed professional medical, psychiatric, psychological, tax, legal, investment, accounting, or other professional advice. Google does not endorse, and expressly disclaims liability for any product, manufacturer, distributor, service or service provider mentioned or any opinion expressed in answers or comments. Please read carefully the Google Answers Terms of Service.

If you feel that you have found inappropriate content, please let us know by emailing us at with the question ID listed above. Thank you.
Search Google Answers for
Google Answers  

Google Home - Answers FAQ - Terms of Service - Privacy Policy