Visions Wealth Management
Visions Wealth Management's goal is to help you pursue success in preparing for your future. We provide financial planning services by bringing in highly skilled planners with advanced industry credentials to support your ever-changing needs. Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, and Insurance products offered through LPL Financial or its licensed affiliates. Visions Federal Credit Union (VFCU) and Visions Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Visions Wealth Management, and may also be employees of VFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of VFCU or Visions Wealth Management. Securities and insurance offered through LPL or its affiliates are-Not Insured by NCUA or Any Other Government Agency -Not Credit Union Guaranteed -Not Credit Union Deposits or Obligations -May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Verified contacts
14
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
4
tools in use
Monthly traffic
52K
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- KG
Kristen Gance
Wealth Management Coordinator · Finance & Accounting
EmailPhone - LO
Leo Oconnor
Lpl Financial Planner · Finance & Accounting
EmailPhone - CC
Candace Chapman
Wealth Management Advisor at Visions Wealth Management 33 Riverside Drive, Binghamton · Other
EmailPhone - MD
Marcene Depew
Wealth Management Advisor · Finance & Accounting
EmailPhone - AC
Alyssa Clark
Lpl Wealth Management Advisor · Other
EmailPhone - CP
Christa Perry
Financial Consultant · Finance & Accounting
EmailPhone - RE
Ruby Ede
Administrative Associate · Operations
EmailPhone - DA
Devin Andreatta
Vis Coordinator · Other
EmailPhone
Showing 8 of 14 verified contacts
Top roles at Visions Wealth Management
10 distinct titles indexed · top 10 shown.
- 2administrative associate
- 2wealth management advisor
- 1certified financial planner
- 1financial consultant
- 1lpl financial planner
- 1lpl wealth management advisor
- 1vis coordinator
- 1visions wealth management client services specialist
- 1wealth management advisor at visions wealth management 33 riverside drive, binghamton
- 1wealth management coordinator
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