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Distance Metro area (25 miles)
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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
Jacqueline Banister (CRD# 4964835) is an Investment Advisor Representative working at Lincoln Investment in Horsham, PA and has over 18 years of experience in the finance industry.
Jodi Banks (CRD# 5779274) is an Investment Advisor Representative working at Primerica Advisors in Doylestown, PA and has over 13 years of experience in the finance industry.
John Banks (CRD# 3185441) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Center Valley, PA and has over 25 years of experience in the finance industry.
Marilyn Banyai (CRD# 1603466) is an Investment Advisor Representative working at Avantax Advisory Services in Collegeville, PA and has over 37 years of experience in the finance industry. Marilyn Banyai 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.
Paul Barbehenn (CRD# 4246485) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Allentown, PA and has over 23 years of experience in the finance industry. Paul Barbehenn 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.
Anthony Barber (CRD# 6433996) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Allentown, PA and has over 8 years of experience in the finance industry.
Edward Barnes (CRD# 3022178) is an Investment Advisor Representative working at Blbb Advisors in Montgomeryville, PA and has over 26 years of experience in the finance industry.
Christopher Barr (CRD# 4952809) is an Investment Advisor Representative working at Mml Investors Services, LLC in Allentown, PA and has over 18 years of experience in the finance industry.
Janet Barrett (CRD# 4614111) is an Investment Advisor Representative working at Cwm, LLC in Doylestown, PA and has over 15 years of experience in the finance industry.
Ryan Barrett (CRD# 3244197) is an Investment Advisor Representative working at Jfs Wealth Advisors, LLC in Doylestown, PA and has over 24 years of experience in the finance industry. Ryan Barrett 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.