-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Jeffrey Bogert (CRD# 813879) is an Investment Advisor Representative working at Wells Fargo Advisors in Allentown, PA and has over 35 years of experience in the finance industry.
Travis Bolton (CRD# 5330941) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Allentown, PA and has over 16 years of experience in the finance industry.
Lindsey Borgese (CRD# 3231432) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Allentown, PA and has over 14 years of experience in the finance industry. Lindsey Borgese 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.
Eric Boyle (CRD# 5209074) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Allentown, PA and has over 17 years of experience in the finance industry. Eric Boyle 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.
Douglas Brinker (CRD# 4633836) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Allentown, PA and has over 20 years of experience in the finance industry.
Joseph Brita (CRD# 1042612) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Allentown, PA and has over 41 years of experience in the finance industry.
Kevin Brosious (CRD# 2450304) is an Investment Advisor Representative working at Wealth Management, Inc. in Allentown, PA and has over 30 years of experience in the finance industry. Kevin Brosious 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.
Kathryn Brown (CRD# 4557865) is an Investment Advisor Representative working at Morton Brown Family Wealth LLC in Allentown, PA and has over 21 years of experience in the finance industry. Kathryn Brown 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.
Robin Brubacher (CRD# 4654064) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Allentown, PA and has over 18 years of experience in the finance industry.
Christopher Butz (CRD# 2414730) is an Investment Advisor Representative working at Captrust in Allentown, PA and has over 30 years of experience in the finance industry. Christopher Butz 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.