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Distance Only Doylestown, 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
Christopher Sarr (CRD# 6153924) is an Investment Advisor Representative working at Primerica Advisors in Doylestown, PA and has over 10 years of experience in the finance industry.
Michael Scavullo (CRD# 2537103) is an Investment Advisor Representative working at Solebury Asset Management LLC in Doylestown, PA and has over 29 years of experience in the finance industry.
Paul Schaffer (CRD# 1468699) is an Investment Advisor Representative working at Captrust in Doylestown, PA and has over 38 years of experience in the finance industry.
Donald Scholz (CRD# 1400922) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 38 years of experience in the finance industry. Donald Scholz 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.
David Shantz (CRD# 2499736) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Doylestown, PA and has over 29 years of experience in the finance industry.
Matthew Shaw (CRD# 5232770) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Doylestown, PA and has over 15 years of experience in the finance industry. Matthew Shaw 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.
Scott Shaw (CRD# 3053613) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Doylestown, PA and has over 26 years of experience in the finance industry.
Michael Sheehy (CRD# 2238661) is an Investment Advisor Representative working at Lpl Financial LLC in Doylestown, PA and has over 32 years of experience in the finance industry. Michael Sheehy 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.
Derick Shoff (CRD# 1140640) is an Investment Advisor Representative working at Captrust in Doylestown, PA and has over 37 years of experience in the finance industry.
Eric Simon (CRD# 5568331) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Doylestown, PA and has over 15 years of experience in the finance industry.