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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
Jared Kohl (CRD# 4442075) is an Investment Advisor Representative working at Tower Wealth Partners in Lewisburg, PA and has over 22 years of experience in the finance industry.
Darin Koss (CRD# 2275060) is an Investment Advisor Representative working at Tower Wealth Partners in Lewisburg, PA and has over 31 years of experience in the finance industry.
Toby Krouse (CRD# 6115739) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Shamokin Dam, PA and has over 11 years of experience in the finance industry.
Andria Lamay (CRD# 5121279) is an Investment Advisor Representative working at Primerica Advisors in Milton, PA and has over 18 years of experience in the finance industry.
Joan Lyons (CRD# 2772867) is an Investment Advisor Representative working at Good Life Advisors, LLC in Lewisburg, PA and has over 27 years of experience in the finance industry. Joan Lyons 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 Maccrory (CRD# 1548965) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bloomsburg, PA and has over 36 years of experience in the finance industry.
Eric McDowell (CRD# 2131441) is an Investment Advisor Representative working at Esi Financial Advisors in Lewisburg, PA and has over 32 years of experience in the finance industry.
Jeffrey McKinnon (CRD# 2752255) is an Investment Advisor Representative working at Lpl Financial LLC in Danville, PA and has over 27 years of experience in the finance industry.
Richard Megargell (CRD# 3056472) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Orangeville, PA and has over 25 years of experience in the finance industry.
Bonnie Miller (CRD# 4551324) is an Investment Advisor Representative working at Lpl Financial LLC in Hegins, PA and has over 21 years of experience in the finance industry. Bonnie Miller 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.