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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
Daniel Andrews (CRD# 4209537) is an Investment Advisor Representative working at Creative Planning in Pittsburgh, PA and has over 23 years of experience in the finance industry. Daniel Andrews 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.
Donald Angel (CRD# 4229331) is an Investment Advisor Representative working at Lpl Financial LLC in Canonsburg, PA and has over 23 years of experience in the finance industry. Donald Angel 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.
Tod Arbutina (CRD# 3068276) is an Investment Advisor Representative working at Three Cord True Wealth Management, LLC in Beaver, PA and has over 25 years of experience in the finance industry. Tod Arbutina 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.
Melanie Arner (CRD# 6218405) is an Investment Advisor Representative working at Lpl Financial LLC in Pittsburgh, PA and has over 10 years of experience in the finance industry.
Edward Aufman (CRD# 4331682) is an Investment Advisor Representative working at Aufman Associates Inc. in Sewickley, PA and has 1 year of experience in the finance industry. Edward Aufman 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.
Edward Aufman (CRD# 4703405) is an Investment Advisor Representative working at Aufman Associates Inc. in Sewickley, PA and has 1 year of experience in the finance industry. Edward Aufman 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.
James Ault (CRD# 1439447) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Beaver Falls, PA and has over 38 years of experience in the finance industry.
Lisa Austin (CRD# 5354246) is an Investment Advisor Representative working at Prudential Financial Planning Services in Canonsburg, PA and has over 16 years of experience in the finance industry.
Timothy Bandi (CRD# 721880) is an Investment Advisor Representative working at Lincoln Investment in Sewickley, PA and has over 43 years of experience in the finance industry.
Christian Barry (CRD# 5485689) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Canonsburg, PA and has over 16 years of experience in the finance industry.