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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
Richard Callahan (CRD# 2684696) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 28 years of experience in the finance industry. Richard Callahan 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 Carothers (CRD# 5152013) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 16 years of experience in the finance industry.
Daniel Casino (CRD# 5298683) is an Investment Advisor Representative working at Wells Fargo Advisors in Doylestown, PA and has over 15 years of experience in the finance industry. Daniel Casino 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 Catanzaro (CRD# 2579293) is an Investment Advisor Representative working at Lpl Financial LLC in Doylestown, PA and has over 29 years of experience in the finance industry. Joseph Catanzaro 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.
Ken Cavalluzzo (CRD# 4989634) is an Investment Advisor Representative working at Cjk Capital Management, LLC in Doylestown, PA and has over 18 years of experience in the finance industry.
Jeffrey Cave (CRD# 2875494) is an Investment Advisor Representative working at Eventide Asset Management, LLC in Doylestown, PA and has over 24 years of experience in the finance industry.
Allison Chaki (CRD# 5584300) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 7 years of experience in the finance industry.
Jonathan Childs (CRD# 6285179) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 10 years of experience in the finance industry.
Douglas Clark (CRD# 2981613) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Doylestown, PA and has over 26 years of experience in the finance industry.
Douglas Clark (CRD# 47468) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Doylestown, PA and has over 39 years of experience in the finance industry.