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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
Melissa Devlin (CRD# 6940436) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has 1 year of experience in the finance industry. Melissa Devlin 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.
Matthew Donahue (CRD# 6429725) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has over 9 years of experience in the finance industry. Matthew Donahue 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.
Stephen Erfle (CRD# 4845587) 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. Stephen Erfle 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.
Matthew Fatz (CRD# 4516534) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has over 21 years of experience in the finance industry. Matthew Fatz 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.
Loretta Hutchinson (CRD# 5490081) is an Investment Advisor Representative working at Thrive Wealth Management, LLC in Audubon, PA and has over 16 years of experience in the finance industry. Loretta Hutchinson 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.
Rachel Kalivas (CRD# 6493008) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 8 years of experience in the finance industry. Rachel Kalivas 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.
Brett Keller (CRD# 4558251) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 21 years of experience in the finance industry.
Nicole Kelly (CRD# 4214949) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 22 years of experience in the finance industry.
Connor Kenny (CRD# 6670401) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 6 years of experience in the finance industry.
Timothy King (CRD# 2571033) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Audubon, PA and has over 28 years of experience in the finance industry.