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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
James Stein (CRD# 2522336) is an Investment Advisor Representative working at Lpl Financial LLC in State College, PA and has over 25 years of experience in the finance industry. James Stein 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.
George Stone (CRD# 2209882) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bellefonte, PA and has over 25 years of experience in the finance industry.
John Straub (CRD# 3155328) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 17 years of experience in the finance industry.
John Sulick (CRD# 841504) is an Investment Advisor Representative working at Vicus Capital, Inc. in Bellefonte, PA and has over 20 years of experience in the finance industry.
Hillary Sunderland (CRD# 5224268) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Lemont, PA and has over 17 years of experience in the finance industry.
Michael Sunderland (CRD# 6880690) is an Investment Advisor Representative working at Beacon Wealth Consultants, Inc. in Lemont, PA and has over 6 years of experience in the finance industry.
Jill Sutt (CRD# 3150113) is an Investment Advisor Representative working at Mariner Wealth in State College, PA and has over 24 years of experience in the finance industry.
Adam Tarantino (CRD# 5214006) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mechanicsburg, PA and has over 16 years of experience in the finance industry.
Anthony Tarantino (CRD# 1268379) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mechanicsburg, PA and has over 40 years of experience in the finance industry.