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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
George Connell (CRD# 52263) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 40 years of experience in the finance industry.
Mark Crowley (CRD# 2200724) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Radnor, PA and has over 32 years of experience in the finance industry.
Jan Cummins (CRD# 718836) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Radnor, PA and has over 43 years of experience in the finance industry. Jan Cummins 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.
Jerry Davidse (CRD# 4414257) is an Investment Advisor Representative working at Presilium Private Wealth, LLC in Radnor, PA and has over 22 years of experience in the finance industry. Jerry Davidse 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.
Patricia Davis (CRD# 1637336) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Radnor, PA and has over 32 years of experience in the finance industry.
Gary Demaio (CRD# 2362409) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Radnor, PA and has over 11 years of experience in the finance industry.
John Derderian (CRD# 2191572) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 30 years of experience in the finance industry.
Kevin Dillon (CRD# 5054210) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Radnor, PA and has over 18 years of experience in the finance industry. Kevin Dillon 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.
John Dimonda (CRD# 1805436) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Radnor, PA and has over 36 years of experience in the finance industry.
John Donaldson (CRD# 721216) is an Investment Advisor Representative working at Haverford Financial Services, Inc. in Radnor, PA and has over 43 years of experience in the finance industry.