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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
Leslie Craven (CRD# 2745212) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lower Burrell, PA and has over 27 years of experience in the finance industry.
John Daller (CRD# 1311832) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Murrysville, PA and has over 39 years of experience in the finance industry.
Beth Davis (CRD# 5961126) is an Investment Advisor Representative working at Edward Jones in Freeport, PA and has over 12 years of experience in the finance industry. Beth Davis 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.
Bryan Davis (CRD# 2468251) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Murrysville, PA and has over 30 years of experience in the finance industry.
Keith Davis (CRD# 4078445) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Irwin, PA and has over 24 years of experience in the finance industry. Keith Davis 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.
Robert Deangelo (CRD# 1130295) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Irwin, PA and has over 40 years of experience in the finance industry.
Geri Defilippi (CRD# 5732828) is an Investment Advisor Representative working at Edward Jones in Indiana, PA and has over 14 years of experience in the finance industry.
Gregg Defilippi (CRD# 4252616) is an Investment Advisor Representative working at Edward Jones in Natrona Heights, PA and has over 23 years of experience in the finance industry. Gregg Defilippi 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.
Robert Depalma (CRD# 4025956) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greensburg, PA and has over 18 years of experience in the finance industry.
Matthew Di Francesco (CRD# 4991734) is an Investment Advisor Representative working at Highlift Financial in Johnstown, PA and has over 18 years of experience in the finance industry.