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Distance Only Blue Bell, PA
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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
Barry McCarthy (CRD# 2147664) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Blue Bell, PA and has over 21 years of experience in the finance industry.
Daniel McCusker (CRD# 3261229) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 23 years of experience in the finance industry. Daniel McCusker 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.
Theresa McDonough (CRD# 1421423) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Blue Bell, PA and has over 36 years of experience in the finance industry.
James McGuire (CRD# 2215315) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Blue Bell, PA and has over 31 years of experience in the finance industry.
Ian Meierdiercks (CRD# 3205009) is an Investment Advisor Representative working at Stonex Advisors Inc. in Blue Bell, PA and has over 25 years of experience in the finance industry.
J Miller (CRD# 335095) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 41 years of experience in the finance industry.
Jonathan Miller (CRD# 4363504) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 23 years of experience in the finance industry.
Thomas Mitchell (CRD# 5479942) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Blue Bell, PA and has over 12 years of experience in the finance industry.
Carol Morris (CRD# 1380140) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Blue Bell, PA and has over 38 years of experience in the finance industry.
Paul Mullen (CRD# 2068134) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Blue Bell, PA and has over 33 years of experience in the finance industry.