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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
Aaron Landis (CRD# 2514558) is an Investment Advisor Representative working at Lpl Financial LLC in Ambler, PA and has over 29 years of experience in the finance industry.
Morris Licciardello (CRD# 4122864) is an Investment Advisor Representative working at Valley Financial Group in Ambler, PA and has over 24 years of experience in the finance industry. Morris Licciardello 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.
Hugh Mc Nally (CRD# 3005488) is an Investment Advisor Representative working at Lpl Financial LLC in Ambler, PA and has over 26 years of experience in the finance industry.
James McAfee (CRD# 2533860) is an Investment Advisor Representative working at Tfs Advisory Services in Ambler, PA and has over 29 years of experience in the finance industry.
Kevin McGarry (CRD# 4371076) is an Investment Advisor Representative working at Valley Financial Group in Ambler, PA and has over 22 years of experience in the finance industry.
Jason Revland (CRD# 2759618) is an Investment Advisor Representative working at Revland Wealth Advisors in Ambler, PA and has over 18 years of experience in the finance industry.
Matthew Topley (CRD# 4604606) is an Investment Advisor Representative working at Lansing Street Advisors in Ambler, PA and has over 21 years of experience in the finance industry.
Michael Topley (CRD# 5808156) is an Investment Advisor Representative working at Lansing Street Advisors in Ambler, PA and has over 11 years of experience in the finance industry. Michael Topley 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.
Edward Woehlcke (CRD# 4192226) is an Investment Advisor Representative working at Valley Financial Group in Ambler, PA and has over 23 years of experience in the finance industry. Edward Woehlcke 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.
Kacie Burger (CRD# 5448452) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Ambler, PA and has over 16 years of experience in the finance industry. Kacie Burger 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.