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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
Samuel Baez (CRD# 5726041) is an Investment Advisor Representative working at Key Financial, Inc. in West Chester, PA and has over 14 years of experience in the finance industry. Samuel Baez 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.
David Bahnick (CRD# 1060885) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 41 years of experience in the finance industry.
James Bailey (CRD# 2216823) is an Investment Advisor Representative working at Wedbush Securities Inc. in Radnor, PA and has over 32 years of experience in the finance industry.
Kyle Bain (CRD# 6297369) is an Investment Advisor Representative working at Pillar Wealth Advisors, LLC in West Chester, PA and has over 10 years of experience in the finance industry.
Amy Baird (CRD# 4290027) is an Investment Advisor Representative working at Lpl Financial LLC in West Chester, PA and has over 23 years of experience in the finance industry.
Gary Baker (CRD# 2741966) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayne, PA and has over 23 years of experience in the finance industry.
James Baker (CRD# 1368612) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Emmaus, PA and has over 38 years of experience in the finance industry.
James Baker (CRD# 3256288) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Wyomissing, PA and has over 22 years of experience in the finance industry.
Sidney Baker (CRD# 5385531) is an Investment Advisor Representative working at Hartford Funds in Wayne, PA and has over 12 years of experience in the finance industry.
Bruce Balkcom (CRD# 2158092) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bethlehem, PA and has over 32 years of experience in the finance industry.