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Distance Only Audubon, 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
Charles Kurtz (CRD# 2176959) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 32 years of experience in the finance industry.
Norman Macqueen (CRD# 1495092) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has over 30 years of experience in the finance industry.
Michael Maher (CRD# 2139398) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 33 years of experience in the finance industry.
Edward McNicholas (CRD# 2095939) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 25 years of experience in the finance industry.
Stephen Mumford (CRD# 5214858) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 17 years of experience in the finance industry. Stephen Mumford 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.
Michael Ptaszenski (CRD# 4800366) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has over 19 years of experience in the finance industry. Michael Ptaszenski 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.
Michael Stanton (CRD# 5683245) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has over 12 years of experience in the finance industry. Michael Stanton 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.
Steven Baymor (CRD# 7669870) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has 1 year of experience in the finance industry.
Thomas Buckman (CRD# 6204964) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Audubon, PA and has over 9 years of experience in the finance industry. Thomas Buckman 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.
Christian Dekker (CRD# 7625667) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has 1 year of experience in the finance industry. Christian Dekker 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.