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Distance Only Kennett Square, 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
Thomas Blair (CRD# 3179619) is an Investment Advisor Representative working at Dow Capital Management, LLC in Kennett Square, PA and has over 25 years of experience in the finance industry.
Michael Caccavo (CRD# 6572517) is an Investment Advisor Representative working at Edward Jones in Kennett Square, PA and has over 8 years of experience in the finance industry.
Daniel Danese (CRD# 1370644) is an Investment Advisor Representative working at Lincoln Investment in Kennett Square, PA and has over 38 years of experience in the finance industry. Daniel Danese 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.
Alison Dorsman (CRD# 4906461) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kennett Square, PA and has over 18 years of experience in the finance industry. Alison Dorsman 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 Edmonds (CRD# 2799253) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kennett Square, PA and has over 27 years of experience in the finance industry. Charles Edmonds 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.
William Fenstermacher (CRD# 5381672) is an Investment Advisor Representative working at Avantax Advisory Services in Kennett Square, PA and has over 16 years of experience in the finance industry.
William Gallagher (CRD# 4293067) is an Investment Advisor Representative working at Commonwealth Financial Network in Kennett Square, PA and has over 23 years of experience in the finance industry.
Daniel Gannon (CRD# 2765607) is an Investment Advisor Representative working at Commonwealth Financial Network in Kennett Square, PA and has over 27 years of experience in the finance industry. Daniel Gannon 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.
Jeffrey Hall (CRD# 4836089) is an Investment Advisor Representative working at Lincoln Investment in Kennett Square, PA and has over 19 years of experience in the finance industry. Jeffrey Hall 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 Henley (CRD# 5768690) is an Investment Advisor Representative working at Brandywine Oak Private Wealth LLC in Kennett Square, PA and has over 13 years of experience in the finance industry. Michael Henley 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.