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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
Lynn Appelman (CRD# 1209925) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Bloomsburg, PA and has over 40 years of experience in the finance industry. Lynn Appelman 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.
Matthew Beagle (CRD# 5170364) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomsburg, PA and has over 17 years of experience in the finance industry. Matthew Beagle 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.
Kimberly Heimbach (CRD# 4551710) is an Investment Advisor Representative working at Edward Jones in Bloomsburg, PA and has over 11 years of experience in the finance industry.
Christopher Howell (CRD# 1699892) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bloomsburg, PA and has over 36 years of experience in the finance industry.
Paul Maccrory (CRD# 1548965) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bloomsburg, PA and has over 36 years of experience in the finance industry.
Elmer Robinson (CRD# 401584) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bloomsburg, PA and has over 35 years of experience in the finance industry.
David Saul (CRD# 4874751) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Bloomsburg, PA and has over 18 years of experience in the finance industry.
Brent Traugh (CRD# 4341702) is an Investment Advisor Representative working at Lincoln Investment in Bloomsburg, PA and has over 22 years of experience in the finance industry.
Brad Warhurst (CRD# 5323381) is an Investment Advisor Representative working at Lincoln Investment in Bloomsburg, PA and has over 16 years of experience in the finance industry.
Janine Birch (CRD# 4235290) is an Investment Advisor Representative working at Primerica Advisors in Bloomsburg, PA and has over 5 years of experience in the finance industry.