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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
David Bonski (CRD# 6236921) is an Investment Advisor Representative working at Blue Horizon Wealth Management, LLC in Johnstown, PA and has over 10 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.
Anita Buerkle (CRD# 2148313) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Greensburg, PA and has over 32 years of experience in the finance industry.
Michael Byers (CRD# 3093171) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Greensburg, PA and has over 25 years of experience in the finance industry.
Timothy Caldwell (CRD# 4028338) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Greensburg, PA and has over 24 years of experience in the finance industry.
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.
Dean Carpenter (CRD# 5347893) is an Investment Advisor Representative working at Avantax Advisory Services in Johnstown, PA and has over 16 years of experience in the finance industry.
Joseph Carpenter (CRD# 2411429) is an Investment Advisor Representative working at Avantax Advisory Services in Johnstown, PA and has over 30 years of experience in the finance industry.
Samuel Carpenter (CRD# 1713435) is an Investment Advisor Representative working at Avantax Advisory Services in Johnstown, PA and has over 36 years of experience in the finance industry.