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Distance Only Mcmurray, 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
Loren Fiffik (CRD# 4192103) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 23 years of experience in the finance industry. Loren Fiffik 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 Fragasso (CRD# 212445) is an Investment Advisor Representative working at Fragasso Financial Advisors in Mcmurray, PA and has over 43 years of experience in the finance industry.
Scott Fremer (CRD# 2365565) is an Investment Advisor Representative working at Comperio Retirement Consulting, Inc. in Mcmurray, PA and has over 30 years of experience in the finance industry.
Paul Frey (CRD# 2618343) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 28 years of experience in the finance industry. Paul Frey 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.
Nathan Garcia (CRD# 4371490) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 22 years of experience in the finance industry. Nathan Garcia 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 Gullborg (CRD# 1006168) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Mcmurray, PA and has over 37 years of experience in the finance industry.
Brian Haschke (CRD# 6301572) is an Investment Advisor Representative working at Pnc Investments in Mcmurray, PA and has over 10 years of experience in the finance industry.
James Hixon (CRD# 3169646) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Mcmurray, PA and has over 25 years of experience in the finance industry. James Hixon 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.
Randall Holcombe (CRD# 6368503) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 9 years of experience in the finance industry. Randall Holcombe 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.
John Iannucci (CRD# 2648157) is an Investment Advisor Representative working at Ilg Private Wealth, Inc. in Mcmurray, PA and has over 28 years of experience in the finance industry.