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Distance Only New Hope, 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
Christopher Kelly (CRD# 6831759) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New Hope, PA and has over 5 years of experience in the finance industry. Christopher Kelly 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.
Mark Kelly (CRD# 4443072) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry.
Gregory Kuhn (CRD# 1334946) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Hope, PA and has over 38 years of experience in the finance industry.
Christopher Lindenthal (CRD# 5354326) is an Investment Advisor Representative working at Chb Investment Group, LLC in New Hope, PA and has over 14 years of experience in the finance industry.
Megan Lottier (CRD# 6617794) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has 1 year of experience in the finance industry.
Zoe Lyle (CRD# 6839888) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Hope, PA and has over 6 years of experience in the finance industry.
Paige Marlow (CRD# 5111800) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 13 years of experience in the finance industry.
Stephen Mazda (CRD# 1046638) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Hope, PA and has over 40 years of experience in the finance industry.
Craig McGovern (CRD# 5711220) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Hope, PA and has over 14 years of experience in the finance industry. Craig McGovern 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.
Ann Means (CRD# 6570102) is an Investment Advisor Representative working at Sapient Investments LLC in New Hope, PA and has over 8 years of experience in the finance industry.