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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
Stephen Morris (CRD# 2513758) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Berwyn, PA and has over 26 years of experience in the finance industry.
Ross Muldoon (CRD# 5243220) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 16 years of experience in the finance industry. Ross Muldoon 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 Nesbitt (CRD# 4454935) is an Investment Advisor Representative working at Commonwealth Financial Network in Berwyn, PA and has over 22 years of experience in the finance industry.
David Newcomb (CRD# 2671317) 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.
Michael Newman (CRD# 2145294) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 32 years of experience in the finance industry.
Robert Norton (CRD# 1101524) is an Investment Advisor Representative working at Wealth Advisory Group, Inc. in Berwyn, PA and has over 41 years of experience in the finance industry.
Woodward Odiorne (CRD# 351048) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 28 years of experience in the finance industry.
Donald Ohara (CRD# 2710243) is an Investment Advisor Representative working at Villanova Investment Management Company, LLC in Berwyn, PA and has over 2 years of experience in the finance industry.
Robert Owen (CRD# 354612) is an Investment Advisor Representative working at Equitable Advisors, LLC in Berwyn, PA and has over 40 years of experience in the finance industry.
Michael Park (CRD# 2919763) is an Investment Advisor Representative working at T. Rowe Price Associates, Inc. in Berwyn, PA and has over 25 years of experience in the finance industry.