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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
Donald Albacker (CRD# 5387389) is an Investment Advisor Representative working at Commonwealth Financial Network in Newtown, PA and has over 16 years of experience in the finance industry. Donald Albacker 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.
Charles Albrecht (CRD# 4577359) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Center Valley, PA and has over 21 years of experience in the finance industry.
Catherine Alexander (CRD# 5579611) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 11 years of experience in the finance industry.
Joseph Allen (CRD# 1614976) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newtown, PA and has over 37 years of experience in the finance industry.
Susan Allen (CRD# 1000420) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Newtown, PA and has over 42 years of experience in the finance industry. Susan Allen 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.
David Allon (CRD# 1280017) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wayne, PA and has over 25 years of experience in the finance industry.
Neil Altshuler (CRD# 3200517) is an Investment Advisor Representative working at Lpl Financial LLC in Lebanon, NJ and has over 23 years of experience in the finance industry. Neil Altshuler 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.
Charles Anderson (CRD# 1494859) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 37 years of experience in the finance industry.
Colin Anderson (CRD# 4939373) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bethlehem, PA and has over 18 years of experience in the finance industry.
Joshua Anderson (CRD# 3094661) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newtown, PA and has over 22 years of experience in the finance industry.