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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
Matthew Barr (CRD# 6520737) is an Investment Advisor Representative working at Wick Capital Partners, LLC in Wayne, PA and has over 8 years of experience in the finance industry.
Daniel Barram (CRD# 6621910) is an Investment Advisor Representative working at Prosperity Advisers, LLC in Fort Washington, PA and has over 7 years of experience in the finance industry.
Charles Barrett (CRD# 2490925) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 30 years of experience in the finance industry.
Janet Barrett (CRD# 4614111) is an Investment Advisor Representative working at Cwm, LLC in Doylestown, PA and has over 16 years of experience in the finance industry.
Mark Barrett (CRD# 2652007) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West Conshohocken, PA and has over 28 years of experience in the finance industry.
Ryan Barrett (CRD# 3244197) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Doylestown, PA and has over 24 years of experience in the finance industry. Ryan Barrett 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.
Kevin Barry (CRD# 6541022) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 8 years of experience in the finance industry. Kevin Barry 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.
Paul Barry (CRD# 5915858) is an Investment Advisor Representative working at Stark Wealth Management LLC in Bethlehem, PA and has over 12 years of experience in the finance industry.
Arthur Bartholomew (CRD# 725033) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Conshohocken, PA and has over 43 years of experience in the finance industry. Arthur Bartholomew 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.
Thomas Bartholomew (CRD# 1792447) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Macungie, PA and has over 36 years of experience in the finance industry.