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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
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.
James Barry (CRD# 4233269) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Princeton, NJ and has over 23 years of experience in the finance industry.
Sammy Barsa (CRD# 2103822) is an Investment Advisor Representative working at Chapin Davis Asset Management in Mendham, NJ and has over 33 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.
Chad Bartholomew (CRD# 5129351) is an Investment Advisor Representative working at Blackrock Investment Management, LLC in Princeton, NJ and has over 16 years of experience in the finance industry.
James Bartolacci (CRD# 2742370) is an Investment Advisor Representative working at Iam Advisory LLC in Easton, PA and has over 28 years of experience in the finance industry.
John Barton (CRD# 5848344) is an Investment Advisor Representative working at Better Bucks Advisory in Bensalem, PA and has over 13 years of experience in the finance industry.
Michelle Bartosik (CRD# 5194034) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Flemington, NJ and has over 17 years of experience in the finance industry.
Bridgot Basile (CRD# 3257090) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Princeton, NJ and has over 10 years of experience in the finance industry.