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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
William Dugdale (CRD# 4451086) is an Investment Advisor Representative working at Montchanin Asset Management, LLC in Montchanin, DE and has over 7 years of experience in the finance industry.
William Dugdale (CRD# 7005977) is an Investment Advisor Representative working at Alliancebernstein LP in Wilmington, DE and has over 5 years of experience in the finance industry.
Paul Dulac (CRD# 2445839) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Egg Harbor Township, NJ and has over 30 years of experience in the finance industry.
Joseph Duncan (CRD# 4945837) is an Investment Advisor Representative working at Pine Valley Investments in Marlton, NJ and has over 18 years of experience in the finance industry.
Steven Duncan (CRD# 3137617) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wilmington, DE and has over 25 years of experience in the finance industry. Steven Duncan 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 Dunion (CRD# 2400387) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Wilmington, DE and has over 23 years of experience in the finance industry.
Joseph Durney (CRD# 4913531) is an Investment Advisor Representative working at Wells Fargo Advisors in Wilmington, DE and has over 16 years of experience in the finance industry. Joseph Durney 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.
Joshua Duvall (CRD# 6012654) is an Investment Advisor Representative working at Joshua Duvall Financial Planning & Accounting, LLC in Tabernacle, NJ and has over 12 years of experience in the finance industry. Joshua Duvall 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.
Edward Eckenroad (CRD# 4561972) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wilmington, DE and has over 21 years of experience in the finance industry.
Susan Egan (CRD# 5188244) is an Investment Advisor Representative working at Woloshin Investment Management, LLC in Medford, NJ and has over 17 years of experience in the finance industry.