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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
Alan Whitaker (CRD# 1156418) is an Investment Advisor Representative working at Wells Fargo Advisors in Hazleton, PA and has over 31 years of experience in the finance industry.
Christopher Whitcombe (CRD# 7089312) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wyomissing, PA and has over 5 years of experience in the finance industry.
Steven Williams (CRD# 2958491) is an Investment Advisor Representative working at Citizens Securities, Inc. in Reading, PA and has over 26 years of experience in the finance industry.
Thomas Williams (CRD# 3126354) is an Investment Advisor Representative working at Savant Wealth Management in Wyomissing, PA and has over 25 years of experience in the finance industry. Thomas Williams 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 Williams (CRD# 4081831) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lehighton, PA and has over 24 years of experience in the finance industry.
Andrea Wilson (CRD# 2480689) is an Investment Advisor Representative working at Lpl Financial LLC in Reading, PA and has over 30 years of experience in the finance industry.
Sharon Wisler (CRD# 5834299) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has over 13 years of experience in the finance industry.
Gale Withers (CRD# 4796707) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Temple, PA and has over 19 years of experience in the finance industry. Gale Withers 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.
Scott Worley (CRD# 4164081) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Wyomissing, PA and has over 24 years of experience in the finance industry. Scott Worley 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.
Martin Yocum (CRD# 4421671) is an Investment Advisor Representative working at Commonwealth Financial Network in Lebanon, PA and has over 16 years of experience in the finance industry.