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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
Amanda Taylor (CRD# 4448244) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Butler, PA and has over 15 years of experience in the finance industry.
Brian Taylor (CRD# 2067023) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Wilmington, PA and has over 33 years of experience in the finance industry. Brian 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.
Clyde Tommelleo (CRD# 1606556) is an Investment Advisor Representative working at Lpl Financial LLC in New Castle, PA and has over 37 years of experience in the finance industry.
Edwin Torres (CRD# 5416439) is an Investment Advisor Representative working at Pnc Investments in Hermitage, PA and has over 8 years of experience in the finance industry.
Michael Trpcic (CRD# 6448382) is an Investment Advisor Representative working at Pnc Investments in Butler, PA and has over 9 years of experience in the finance industry.
Jeffrey Wagner (CRD# 2665956) is an Investment Advisor Representative working at Fnb Wealth Management in Hermitage, PA and has 1 year of experience in the finance industry.
Jeffrey Wherry (CRD# 2870003) is an Investment Advisor Representative working at Mai Capital Management, LLC in New Castle, PA and has over 27 years of experience in the finance industry. Jeffrey Wherry 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.
James Williams (CRD# 1073052) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Franklin, PA and has over 41 years of experience in the finance industry.
Michael Williams (CRD# 1615641) is an Investment Advisor Representative working at Coppell Advisory Solutions LLC in New Castle, PA and has over 36 years of experience in the finance industry.
William Wilson (CRD# 1387419) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Butler, PA and has over 38 years of experience in the finance industry.