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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Gregory Phillips (CRD# 2687282) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Irwin, PA and has over 28 years of experience in the finance industry.
Kevin Pile (CRD# 4558142) is an Investment Advisor Representative working at Avantax Advisory Services in Johnstown, PA and has over 21 years of experience in the finance industry.
Eric Porter (CRD# 2396406) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 30 years of experience in the finance industry. Eric Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joseph Price (CRD# 5087344) is an Investment Advisor Representative working at Key Investment Services LLC in Mount Pleasant, PA and has over 17 years of experience in the finance industry.
Kayla Puchko-Stephenson (CRD# 5684378) is an Investment Advisor Representative working at Park Avenue Securities LLC in Johnstown, PA and has over 14 years of experience in the finance industry.
Ryan Purvis (CRD# 5266762) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greensburg, PA and has over 17 years of experience in the finance industry.
Mary Puzak (CRD# 1912001) is an Investment Advisor Representative working at Lpl Financial LLC in Murrysville, PA and has over 35 years of experience in the finance industry.
Larry Qvistgaard (CRD# 1915349) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Irwin, PA and has over 29 years of experience in the finance industry.
John Ratini (CRD# 1384933) is an Investment Advisor Representative working at Lpl Financial LLC in New Stanton, PA and has over 30 years of experience in the finance industry.
Michael Reese (CRD# 5482163) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Ligonier, PA and has over 16 years of experience in the finance industry.