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Distance Only Havertown, PA
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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
Richard Baxter (CRD# 6742546) is an Investment Advisor Representative working at Alpha Architect in Havertown, PA and has over 8 years of experience in the finance industry.
Patrick Brough (CRD# 2010894) is an Investment Advisor Representative working at Eagle Strategies LLC in Havertown, PA and has over 34 years of experience in the finance industry.
Stephen Caggiano (CRD# 2361459) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Havertown, PA and has over 30 years of experience in the finance industry.
Patrick Cleary (CRD# 6394372) is an Investment Advisor Representative working at Etf Architect in Havertown, PA and has over 9 years of experience in the finance industry.
Steven Clott (CRD# 1439761) is an Investment Advisor Representative working at Dedicated Investment Advisers LLC in Havertown, PA and has over 40 years of experience, including as an employee, in the finance industry. Steven Clott 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...
Bruce Cooke (CRD# 2229065) is an Investment Advisor Representative working at Lpl Financial LLC in Havertown, PA and has over 31 years of experience in the finance industry. Bruce Cooke 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.
Christine Dalonzo (CRD# 3026739) is an Investment Advisor Representative working at Invicta Advisors LLC in Havertown, PA and has over 25 years of experience in the finance industry.
Michael Ghelardi (CRD# 6253611) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Havertown, PA and has over 10 years of experience in the finance industry.
Wesley Gray (CRD# 4233964) is an Investment Advisor Representative working at Alpha Architect in Havertown, PA and has over 13 years of experience in the finance industry.
Shayna Harvey (CRD# 4192481) is an Investment Advisor Representative working at Insight Total Stewardship in Havertown, PA and has over 23 years of experience in the finance industry. Shayna Harvey 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.