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Distance Metro area (25 miles)
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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 Bower (CRD# 3255227) is an Investment Advisor Representative working at Lifepro Asset Management in Cheswick, PA and has over 14 years of experience in the finance industry.
Jesse Bowman (CRD# 5594657) is an Investment Advisor Representative working at Lpl Financial LLC in Lower Burrell, PA and has over 14 years of experience in the finance industry.
Preston Boyd (CRD# 5370644) is an Investment Advisor Representative working at Invicta Advisors LLC in Monroeville, PA and has over 16 years of experience in the finance industry.
Eric Britton (CRD# 5069139) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Punxsutawney, PA and has over 18 years of experience in the finance industry.
Christine Brookins (CRD# 2370828) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Canonsburg, PA and has over 18 years of experience in the finance industry.
Craig Cacini (CRD# 6380400) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Monroeville, PA and has over 9 years of experience in the finance industry. Craig Cacini 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.
Robert Caldwell (CRD# 1995182) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Monroeville, PA and has over 34 years of experience in the finance industry. Robert Caldwell 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.
Courtney Callas (CRD# 6508817) is an Investment Advisor Representative working at Lpl Financial LLC in Kittanning, PA and has over 7 years of experience in the finance industry. Courtney Callas 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.
John Callas (CRD# 1307429) is an Investment Advisor Representative working at Lpl Financial LLC in Kittanning, PA and has over 39 years of experience in the finance industry.
Andrew Capets (CRD# 3047354) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monroeville, PA and has over 24 years of experience in the finance industry.