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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
John Coll (CRD# 1803053) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Berwyn, PA and has over 33 years of experience in the finance industry.
Michael Conner (CRD# 5210004) is an Investment Advisor Representative working at Creative Planning in Berwyn, PA and has over 16 years of experience in the finance industry.
Matthew Croley (CRD# 4504182) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 22 years of experience in the finance industry.
Amish Desai (CRD# 5961705) 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.
Andrew Dugery (CRD# 4584862) is an Investment Advisor Representative working at Bcg Securities, Inc. in Berwyn, PA and has over 21 years of experience in the finance industry.
John Durkan (CRD# 1027012) is an Investment Advisor Representative working at Lpl Financial LLC in Berwyn, PA and has over 40 years of experience in the finance industry.
Erik Evans (CRD# 5890364) is an Investment Advisor Representative working at Goal Quest Advisors, LLC in Berwyn, PA and has over 15 years of experience in the finance industry. Erik Evans 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.
William Fagan (CRD# 2313499) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Berwyn, PA and has over 31 years of experience in the finance industry.
Jeffrey Feather (CRD# 2140683) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Berwyn, PA and has over 32 years of experience in the finance industry.
Sean Flatley (CRD# 4118232) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 24 years of experience in the finance industry. Sean Flatley 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.