-
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
Matthew Bagell (CRD# 5583979) is an Investment Advisor Representative working at Lpl Financial LLC in Ardmore, PA and has over 15 years of experience in the finance industry.
Derek Davidson (CRD# 5651107) is an Investment Advisor Representative working at Eagle Strategies LLC in Ardmore, PA and has over 14 years of experience in the finance industry.
David Dieal (CRD# 5317045) is an Investment Advisor Representative working at Lpl Financial LLC in Ardmore, PA and has over 16 years of experience in the finance industry.
William Eberle (CRD# 5450152) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Ardmore, PA and has over 14 years of experience in the finance industry.
Benjamin Feld (CRD# 6706642) is an Investment Advisor Representative working at Lpl Financial LLC in Ardmore, PA and has over 5 years of experience in the finance industry.
Ofir Maman (CRD# 4714326) is an Investment Advisor Representative working at Lpl Financial LLC in Ardmore, PA and has over 20 years of experience in the finance industry.
Scott Shaw (CRD# 4406793) is an Investment Advisor Representative working at Lpl Financial LLC in Ardmore, PA and has over 22 years of experience in the finance industry.
Jonathan Hommes (CRD# 7130668) is an Investment Advisor Representative working at Facet in Ardmore, PA and has over 4 years of experience in the finance industry. Jonathan Hommes 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.