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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
Robert Asmus (CRD# 8256) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hermitage, PA and has over 40 years of experience in the finance industry.
Clancy Atkinson (CRD# 4101733) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Sharon, PA and has over 24 years of experience in the finance industry. Clancy Atkinson 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.
Andrew Aufderheide (CRD# 5605640) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 15 years of experience in the finance industry.
Timothy Augustine (CRD# 2373135) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Seven Fields, PA and has over 30 years of experience in the finance industry. Timothy Augustine 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.
Randee Baer (CRD# 6075062) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 11 years of experience in the finance industry. Randee Baer 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.
Jeffrey Bagley (CRD# 2455748) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Wexford, PA and has over 30 years of experience in the finance industry. Jeffrey Bagley 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 Bain (CRD# 6662909) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cranberry Township, PA and has over 7 years of experience in the finance industry.
Jill Baker (CRD# 4700486) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wexford, PA and has over 20 years of experience in the finance industry.
William Baker (CRD# 3002235) is an Investment Advisor Representative working at Stratos Wealth Advisors LLC in Wexford, PA and has over 25 years of experience in the finance industry.