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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
James Bloomer (CRD# 7257216) is an Investment Advisor Representative working at Bloomer Financial Planning LLC in Doylestown, PA and has 1 year of experience in the finance industry. James Bloomer 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.
Matthew Borzio (CRD# 4216847) is an Investment Advisor Representative working at Edward Jones in Doylestown, PA and has over 23 years of experience in the finance industry.
Sean Buchanan (CRD# 4356705) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 22 years of experience in the finance industry.
Paul Burian (CRD# 7901754) is an Investment Advisor Representative working at Savant Wealth Management in Doylestown, PA and has 1 year of experience in the finance industry.
Antoinette Cimino (CRD# 5021648) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Doylestown, PA and has over 18 years of experience in the finance industry.
Dennis Cooney (CRD# 2231554) is an Investment Advisor Representative working at Wells Fargo Advisors in Doylestown, PA and has over 32 years of experience in the finance industry. Dennis Cooney 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.
Sean Dann (CRD# 7535061) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has 1 year of experience in the finance industry.
John Debczak (CRD# 3011587) is an Investment Advisor Representative working at Wells Fargo Advisors in Doylestown, PA and has over 26 years of experience in the finance industry.
Damon Derstine (CRD# 4390150) is an Investment Advisor Representative working at Wells Fargo Advisors in Doylestown, PA and has over 23 years of experience in the finance industry.
Edward Dlabik (CRD# 7163299) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 3 years of experience in the finance industry.