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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
Cody Eppley (CRD# 7273363) is an Investment Advisor Representative working at Edward Jones in Lititz, PA and has over 2 years of experience in the finance industry.
Aubrey Montgomery (CRD# 7576249) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lititz, PA and has 1 year of experience in the finance industry.
Sarah Popovich (CRD# 7181486) is an Investment Advisor Representative working at Edward Jones in Lititz, PA and has over 4 years of experience in the finance industry.
Robert Simons (CRD# 4587340) is an Investment Advisor Representative working at Rkl Private Wealth in Lititz, PA and has over 3 years of experience in the finance industry.
Joseph Adamchak (CRD# 2503103) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in York, PA and has over 29 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.
James Adams (CRD# 1287344) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Blandon, PA and has over 39 years of experience in the finance industry. James 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.
Jon Adams (CRD# 1255111) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in York, PA and has over 39 years of experience in the finance industry.
Anthony Agentowicz (CRD# 1388677) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Reading, PA and has over 38 years of experience in the finance industry.
Ann Ainsworth (CRD# 2110511) is an Investment Advisor Representative working at Mcfarland Associates in Wyomissing, PA and has over 33 years of experience in the finance industry. Ann Ainsworth 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.