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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
Thaddeus Kenny (CRD# 1642119) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clarks Summit, PA and has over 32 years of experience in the finance industry.
James Kresge (CRD# 3004356) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clarks Summit, PA and has over 25 years of experience in the finance industry.
Mark Lynn (CRD# 1493514) is an Investment Advisor Representative working at Lpl Financial LLC in Clarks Summit, PA and has over 37 years of experience in the finance industry.
Bradley Magers (CRD# 6362764) is an Investment Advisor Representative working at 1st Financial Investment, Inc. in Clarks Summit, PA and has over 5 years of experience in the finance industry.
Eric Miller (CRD# 4472145) is an Investment Advisor Representative working at Pnc Investments in Clarks Summit, PA and has over 19 years of experience in the finance industry.
David Morris (CRD# 6233091) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clarks Summit, PA and has over 9 years of experience in the finance industry.
Lisa O'brien (CRD# 2155309) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clarks Summit, PA and has over 32 years of experience in the finance industry. Lisa O'brien 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 Parry (CRD# 3042512) is an Investment Advisor Representative working at Edward Jones in Clarks Summit, PA and has over 26 years of experience in the finance industry. Charles Parry 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.
James Teeple (CRD# 6653572) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Clarks Summit, PA and has over 7 years of experience in the finance industry.
Jennifer Williamson (CRD# 2715662) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Clarks Summit, PA and has over 27 years of experience in the finance industry.