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Distance Only Douglassville, 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
J Ehst (CRD# 5397152) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 16 years of experience in the finance industry. J Ehst 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.
Nathan Lee (CRD# 4454751) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Douglassville, PA and has over 22 years of experience in the finance industry.
Mark Magruder (CRD# 5705376) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 14 years of experience in the finance industry.
Thomas Quay (CRD# 2545217) is an Investment Advisor Representative working at Mml Investors Services, LLC in Douglassville, PA and has over 27 years of experience in the finance industry.
Roy Russell (CRD# 1425542) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 38 years of experience in the finance industry. Roy Russell 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 putclients' interests first and comply with the Financial Planning Practice...
Timothy Russell (CRD# 3075251) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 25 years of experience in the finance industry. Timothy Russell 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.
Angel Sotomayor (CRD# 6566909) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 8 years of experience in the finance industry.
Stephen Virkler (CRD# 6619101) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Douglassville, PA and has over 6 years of experience in the finance industry.
Joshua Bauder (CRD# 4403687) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Douglassville, PA and has over 22 years of experience in the finance industry.