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Distance Only Bryn Mawr, 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
William Beard (CRD# 4323718) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Bryn Mawr, PA and has over 23 years of experience in the finance industry.
Colin Burgess (CRD# 4266400) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Bryn Mawr, PA and has over 22 years of experience in the finance industry. Colin Burgess 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.
Zhen Cao (CRD# 6050431) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bryn Mawr, PA and has over 11 years of experience in the finance industry.
Donald Cavalcanto (CRD# 43496) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Bryn Mawr, PA and has over 36 years of experience in the finance industry. Donald Cavalcanto 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.
Robert Cellucci (CRD# 4270867) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Bryn Mawr, PA and has over 23 years of experience in the finance industry. Robert Cellucci 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.
Charles Collings (CRD# 51101) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Bryn Mawr, PA and has over 39 years of experience in the finance industry.
Michael Connelly (CRD# 1053872) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Bryn Mawr, PA and has over 41 years of experience in the finance industry.
William Costin (CRD# 4495453) is an Investment Advisor Representative working at Dakota Investments, LLC in Bryn Mawr, PA and has over 11 years of experience in the finance industry.
Daniel Didomenico (CRD# 5051063) is an Investment Advisor Representative working at Dakota Investments, LLC in Bryn Mawr, PA and has over 18 years of experience in the finance industry.
Bryan Eberly (CRD# 6592672) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Bryn Mawr, PA and has over 7 years of experience in the finance industry.