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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
Lorna Gessner (CRD# 2383203) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hummels Wharf, PA and has over 30 years of experience in the finance industry.
Christina Greak (CRD# 4027057) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hummels Wharf, PA and has over 24 years of experience in the finance industry.
James Richmond (CRD# 2500490) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Hummels Wharf, PA and has over 29 years of experience in the finance industry.
Justin Buttrick (CRD# 5625453) is founder/president of Vision Wealth Advisors in Lewisburg, PA and has over 12 years of experience in the finance industry.
Richard Allen (CRD# 1375505) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mifflinburg, PA and has over 38 years of experience in the finance industry.
Lynn Appelman (CRD# 1209925) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Bloomsburg, PA and has over 40 years of experience in the finance industry. Lynn Appelman 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.
Michael Barrett (CRD# 5972226) is an Investment Advisor Representative working at Good Life Advisors, LLC in Lewisburg, PA and has over 12 years of experience in the finance industry.
Matthew Beagle (CRD# 5170364) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomsburg, PA and has over 17 years of experience in the finance industry. Matthew Beagle 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.
William Benner (CRD# 5155057) is an Investment Advisor Representative working at Aviator Financial, LLC in Newport, PA and has over 17 years of experience in the finance industry.
David Betz (CRD# 2423285) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Sunbury, PA and has over 30 years of experience in the finance industry.