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Distance Only Chadds Ford, 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
Elias Pery (CRD# 705580) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chadds Ford, PA and has over 44 years of experience in the finance industry.
Kevin Quinn (CRD# 870074) is an Investment Advisor Representative working at Quinn Wealth Advisors in Chadds Ford, PA and has over 11 years of experience in the finance industry.
David Rakow (CRD# 2036678) is an Investment Advisor Representative working at Edward Jones in Chadds Ford, PA and has over 19 years of experience in the finance industry. David Rakow 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.
Jonathan Smith (CRD# 2655073) is an Investment Advisor Representative working at Dt Investment Partners, LLC in Chadds Ford, PA and has over 28 years of experience in the finance industry.
Sean Smith (CRD# 5534225) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 13 years of experience in the finance industry.
Michael Strulson (CRD# 2677763) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chadds Ford, PA and has over 28 years of experience in the finance industry.
Philip Timon (CRD# 1535691) is an Investment Advisor Representative working at Owls Nest Partners in Chadds Ford, PA and has over 37 years of experience in the finance industry.
William Walters (CRD# 1112873) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Chadds Ford, PA and has over 39 years of experience in the finance industry. William Walters 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.
Jon Walton (CRD# 1086283) is an Investment Advisor Representative working at Commonwealth Financial Network in Chadds Ford, PA and has over 37 years of experience in the finance industry. Jon Walton 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.
Charles Welde (CRD# 2547409) is an Investment Advisor Representative working at Prosperity Capital Advisors in Chadds Ford, PA and has over 29 years of experience in the finance industry. Charles Welde 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.