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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
Erica Appleby (CRD# 4950468) is an Investment Advisor Representative working at Equitable Advisors, LLC in Collegeville, PA and has over 17 years of experience in the finance industry.
Kathleen Arnold (CRD# 2669793) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lansdale, PA and has over 28 years of experience in the finance industry.
Daniel Ash (CRD# 6744635) is an Investment Advisor Representative working at Primerica Advisors in Quakertown, PA and has over 7 years of experience in the finance industry.
Michael Assad (CRD# 4651897) is an Investment Advisor Representative working at Vicus Capital, Inc. in Bethlehem, PA and has over 20 years of experience in the finance industry.
Raymond Attisano (CRD# 5869116) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Allentown, PA and has over 13 years of experience in the finance industry.
George Audi (CRD# 2827588) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sinking Spring, PA and has over 27 years of experience in the finance industry.
Joseph Azzara (CRD# 2540104) is an Investment Advisor Representative working at Wells Fargo Advisors in Collegeville, PA and has over 29 years of experience in the finance industry. Joseph Azzara 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.
Timothy Bacon (CRD# 1338849) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 39 years of experience in the finance industry.
David Bahnick (CRD# 1060885) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 41 years of experience in the finance industry.
Charles Baier (CRD# 5056481) is an Investment Advisor Representative working at Good Life Advisors, LLC in Reading, PA and has over 18 years of experience in the finance industry. Charles Baier 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.