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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
Bruce Trushel (CRD# 1009907) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Wheeling, WV and has over 39 years of experience in the finance industry.
Julie Vavra Daley (CRD# 4285660) is an Investment Advisor Representative working at Lpl Financial LLC in St. Clairsvlle, OH and has over 21 years of experience in the finance industry.
Adelina Vela (CRD# 5669451) is an Investment Advisor Representative working at Lpl Financial LLC in Saint Clairsville, OH and has over 14 years of experience in the finance industry.
Emily Waters (CRD# 5684703) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wheeling, WV and has over 10 years of experience in the finance industry. Emily Waters 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.
George Weaver (CRD# 460587) is an Investment Advisor Representative working at Security Capital Management in Wheeling, WV and has over 29 years of experience in the finance industry.
Robert Wetzel (CRD# 4329415) is an Investment Advisor Representative working at Bookends Financial Planning in Wheeling, WV and has over 23 years of experience in the finance industry.
Kathy White (CRD# 5823242) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 13 years of experience in the finance industry.
Seth White (CRD# 4871643) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 18 years of experience in the finance industry.
Vicki Wiley (CRD# 5215860) is an Investment Advisor Representative working at Wesbanco Securities, Inc. in Wheeling, WV and has over 16 years of experience in the finance industry.
Jeffery Willard (CRD# 5787139) is an Investment Advisor Representative working at Edward Jones in Cambridge, OH and has over 13 years of experience in the finance industry.