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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
Mark Vasquez (CRD# 5961702) is an Investment Advisor Representative working at Red Spruce Capital, LLC in Berwyn, PA and has over 12 years of experience in the finance industry.
Marjorie Wentz (CRD# 6298629) is an Investment Advisor Representative working at Trinity Wealth Management, LLC in Berwyn, PA and has over 10 years of experience in the finance industry.
R. Christopher Wiegand (CRD# 4677868) is an Investment Advisor Representative working at Newbridge Wealth Management in Berwyn, PA and has 1 year of experience in the finance industry.
Kevin Gaines (CRD# 2472521) is an Investment Advisor Representative working at Private Advisor Group, LLC in Berwyn, PA and has over 30 years of experience in the finance industry. Kevin Gaines 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 Barnes (CRD# 3267622) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Berwyn, PA and has over 24 years of experience in the finance industry.
Robert Baxter (CRD# 7442304) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Berwyn, PA and has over 2 years of experience in the finance industry.
Andrew Brick (CRD# 6157334) is an Investment Advisor Representative working at Envestnet Pmc in Berwyn, PA and has over 10 years of experience in the finance industry.
Nicholas Bunio (CRD# 6787283) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Berwyn, PA and has over 7 years of experience in the finance industry. Nicholas Bunio 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.
Bryce Cleveland (CRD# 7322977) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Berwyn, PA and has 1 year of experience in the finance industry.
Gerard Desmond (CRD# 3023812) is an Investment Advisor Representative working at Gallagher Fiduciary Advisors, LLC in Berwyn, PA and has over 21 years of experience in the finance industry.