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Distance Only Lansdale, 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
James Simon (CRD# 1816227) is an Investment Advisor Representative working at Citizens Securities, Inc. in Lansdale, PA and has over 36 years of experience in the finance industry.
Anthony Spangler (CRD# 4514181) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lansdale, PA and has over 21 years of experience in the finance industry.
Tracey Sudo (CRD# 4276300) is an Investment Advisor Representative working at Lpl Financial LLC in Lansdale, PA and has over 23 years of experience in the finance industry.
Mark Vandenburg (CRD# 6255549) is an Investment Advisor Representative working at Prepared Retirement Institute LLC in Lansdale, PA and has over 10 years of experience in the finance industry. Mark Vandenburg 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.
Brook Williams (CRD# 4305652) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lansdale, PA and has over 23 years of experience in the finance industry.
Mark Zinman (CRD# 4200377) is an Investment Advisor Representative working at Integrity Investment Advisors, LLC in Lansdale, PA and has over 23 years of experience in the finance industry.
Kelly Williams (CRD# 6265427) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lansdale, PA and has over 9 years of experience in the finance industry.
Cheryl Berry (CRD# 6430424) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lansdale, PA and has over 9 years of experience in the finance industry.
Paul Biedlingmaier (CRD# 2607623) is an Investment Advisor Representative working at Edward Jones in Lansdale, PA and has over 28 years of experience in the finance industry.
Daniel Carney (CRD# 7464342) is an Investment Advisor Representative working at Integrity Investment Advisors, LLC in Lansdale, PA and has over 2 years of experience in the finance industry.