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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
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.
James Donnelly (CRD# 7306185) is an Investment Advisor Representative working at Valley Financial Group in Ambler, PA and has over 3 years of experience in the finance industry.
Yvonne Fu (CRD# 6710339) is an Investment Advisor Representative working at Rational Capital Advisors LLC in Ambler, PA and has over 7 years of experience in the finance industry.
Robert Lutey (CRD# 1341563) is an Investment Advisor Representative working at Rational Capital Advisors LLC in Ambler, PA and has over 38 years of experience in the finance industry.
Connor McNicholas (CRD# 7600186) is an Investment Advisor Representative working at Dillon Capital Management in Ambler, PA and has 1 year of experience in the finance industry.
Christian Noyes (CRD# 3070165) is an Investment Advisor Representative working at Dillon Capital Management in Ambler, PA and has over 8 years of experience in the finance industry.
Frank Pizzichillo (CRD# 7614916) is an Investment Advisor Representative working at Valley Financial Group in Ambler, PA and has 1 year of experience in the finance industry.
Inas Abas (CRD# 4330102) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Mertztown, PA and has 1 year of experience in the finance industry.