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Distance Only Newtown, PA
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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
Matthew Little (CRD# 4851284) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has over 19 years of experience in the finance industry.
Eric Loughnane (CRD# 6034829) is an Investment Advisor Representative working at Insight Advisors, LLC in Newtown, PA and has over 10 years of experience in the finance industry.
Charles Lovell (CRD# 3076386) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newtown, PA and has over 24 years of experience in the finance industry.
Gary Lux (CRD# 1067531) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Newtown, PA and has over 39 years of experience in the finance industry. Gary Lux 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.
Christopher Lyman (CRD# 5829792) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newtown, PA and has over 9 years of experience in the finance industry. Christopher Lyman 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 Lynch (CRD# 2474126) is an Investment Advisor Representative working at Commonwealth Financial Network in Newtown, PA and has over 29 years of experience in the finance industry.
Morgan Macaulay (CRD# 6091926) is an Investment Advisor Representative working at Jmac Enterprises LLC in Newtown, PA and has over 5 years of experience in the finance industry. Morgan Macaulay 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.
Robert Macaulay (CRD# 1936227) is an Investment Advisor Representative working at Jmac Enterprises LLC in Newtown, PA and has over 34 years of experience in the finance industry. Robert Macaulay 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.
Timothy Malarkey (CRD# 2621989) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 28 years of experience in the finance industry.
Philip Marchese (CRD# 4315607) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Newtown, PA and has over 23 years of experience in the finance industry. Philip Marchese 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.