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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
Jeffrey Dowds (CRD# 7591288) 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. Jeffrey Dowds 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.
Andrew Dutton (CRD# 6869349) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Doylestown, PA and has over 5 years of experience in the finance industry.
Philip Fiore (CRD# 6597476) is an Investment Advisor Representative working at Morgan Stanley in Doylestown, PA and has over 7 years of experience in the finance industry.
Frank Fiumecaldo (CRD# 6915768) is an Investment Advisor Representative working at Aventine Financial Group in Doylestown, PA and has 1 year of experience in the finance industry. Frank Fiumecaldo 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.
Francis Furgiuele (CRD# 862211) is an Investment Advisor Representative working at Wells Fargo Advisors in Doylestown, PA and has over 40 years of experience in the finance industry.
Kevin Habick (CRD# 6454705) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Doylestown, PA and has over 9 years of experience in the finance industry.
Janet Helbling (CRD# 1295530) is an Investment Advisor Representative working at Wells Fargo Advisors in Doylestown, PA and has over 32 years of experience in the finance industry.
Kevin Horgan (CRD# 7480814) is an Investment Advisor Representative working at Muntz Financial, LLC in Doylestown, PA and has 1 year of experience in the finance industry.
Eric James (CRD# 6957503) is an Investment Advisor Representative working at Commonwealth Financial Network in Doylestown, PA and has 1 year of experience in the finance industry.
Brian Jamison (CRD# 7250377) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Doylestown, PA and has over 2 years of experience in the finance industry.