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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
Randal Defillippis (CRD# 6200428) is an Investment Advisor Representative working at Lpl Financial LLC in Collegeville, PA and has over 10 years of experience in the finance industry.
Kenneth Del Goleto (CRD# 1385061) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Phoenixville, PA and has over 38 years of experience in the finance industry.
Conor Delaney (CRD# 5193222) is an Investment Advisor Representative working at Lpl Financial LLC in Reading, PA and has over 17 years of experience in the finance industry.
Kristin Delong (CRD# 5878598) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Allentown, PA and has over 12 years of experience in the finance industry.
Joshua Delp (CRD# 4815117) is an Investment Advisor Representative working at Prudential Financial Planning Services in Reading, PA and has over 17 years of experience in the finance industry.
Valerie Delp (CRD# 6005985) is an Investment Advisor Representative working at Prudential Financial Planning Services in Reading, PA and has over 12 years of experience in the finance industry.
Cody Demmel (CRD# 6341168) is an Investment Advisor Representative working at Morton Brown Family Wealth LLC in Allentown, PA and has over 9 years of experience in the finance industry. Cody Demmel 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 Desimone (CRD# 1041755) is an Investment Advisor Representative working at Prudential Financial Planning Services in Collegeville, PA and has over 39 years of experience in the finance industry.
James Detwiler (CRD# 5374270) is an Investment Advisor Representative working at Barnstone Advisors LLC in Phoenixville, PA and has over 17 years of experience in the finance industry. James Detwiler 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.
Jeffrey Detwiler (CRD# 2295751) is an Investment Advisor Representative working at Citizens Securities, Inc. in Wyomissing, PA and has over 30 years of experience in the finance industry.