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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
Jessica Leighty (CRD# 6578287) is an Investment Advisor Representative working at Etf Architect in Havertown, PA and has over 8 years of experience in the finance industry.
Terence McNichol (CRD# 4106986) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Havertown, PA and has over 24 years of experience in the finance industry.
Brendan McPoyle (CRD# 4322013) is an Investment Advisor Representative working at Princeton Global Asset Management LLC in Havertown, PA and has over 21 years of experience in the finance industry. Brendan McPoyle 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.
Sebastian Pugliese (CRD# 2777267) is an Investment Advisor Representative working at Alpha Architect in Havertown, PA and has over 18 years of experience in the finance industry.
Brian Ruht (CRD# 5459005) is an Investment Advisor Representative working at Santander Securities in Havertown, PA and has over 13 years of experience in the finance industry.
John Vogel (CRD# 5572973) is an Investment Advisor Representative working at Alpha Architect in Havertown, PA and has over 11 years of experience in the finance industry.
Jon Walheim (CRD# 5251359) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Havertown, PA and has over 17 years of experience in the finance industry.
John Welde (CRD# 1258666) is an Investment Advisor Representative working at Dynamic Investment Technology LLC in Havertown, PA and has over 6 years of experience in the finance industry.
Ryan Babeuf (CRD# 7296124) is an Investment Advisor Representative working at Edge Wealth Management, LLC in Havertown, PA and has over 13 years of experience in the finance industry.
Kevin Conway (CRD# 4861712) is an Investment Advisor Representative working at Edward Jones in Havertown, PA and has over 18 years of experience in the finance industry. Kevin Conway 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.