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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
Joshua Stencler (CRD# 7356137) is an Investment Advisor Representative working at Lpl Financial LLC in Doylestown, PA and has over 2 years of experience in the finance industry.
Colin Stevens (CRD# 7234526) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Doylestown, PA and has 1 year of experience in the finance industry.
Robert Sullivan (CRD# 6399958) is an Investment Advisor Representative working at Wells Fargo Advisors in Doylestown, PA and has over 9 years of experience in the finance industry. Robert Sullivan 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.
Joseph Taylor (CRD# 6943217) is an Investment Advisor Representative working at Q3 Advisors, LLC in Doylestown, PA and has over 3 years of experience in the finance industry. Joseph Taylor 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.
Molly Thompson (CRD# 2895103) is an Investment Advisor Representative working at Captrust in Doylestown, PA and has over 27 years of experience in the finance industry.
Cheryl Tobin (CRD# 2034295) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 4 years of experience in the finance industry.
Shawn Velez (CRD# 4008916) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Doylestown, PA and has over 21 years of experience in the finance industry.
Dean Verno (CRD# 7597736) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Doylestown, PA and has 1 year of experience in the finance industry.
Keith Wagner (CRD# 6648755) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Doylestown, PA and has over 2 years of experience in the finance industry.
Kenneth Welsh (CRD# 2219363) is an Investment Advisor Representative working at Wells Fargo Advisors in Doylestown, PA and has over 32 years of experience in the finance industry.