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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
Michelle Neils (CRD# 5295182) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lincoln University, PA and has over 17 years of experience in the finance industry.
Maria Riggi (CRD# 4963928) is an Investment Advisor Representative working at Federated Investment Counseling in Lincoln University, PA and has over 18 years of experience in the finance industry.
Aaron Turner (CRD# 2993764) is an Investment Advisor Representative working at Lpl Financial LLC in Lincoln University, PA and has over 26 years of experience in the finance industry.
Brandon Abe (CRD# 6436358) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has 1 year of experience in the finance industry. Brandon Abe 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.
Brad Abel (CRD# 6237585) is an Investment Advisor Representative working at Edward Jones in West Chester, PA and has over 10 years of experience in the finance industry.
John Abella (CRD# 6691058) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 7 years of experience in the finance industry.
John Abood (CRD# 2629855) is an Investment Advisor Representative working at Investment Management & Planning LLC in Greenville, DE and has over 28 years of experience in the finance industry. John Abood 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.
Patrick Abrunzo (CRD# 5732138) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 13 years of experience in the finance industry.
Brandon Adams (CRD# 5372026) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 11 years of experience in the finance industry.
Ryan Adams (CRD# 4815850) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 19 years of experience in the finance industry. Ryan Adams 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.