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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
Brenda Bagonis-Cooke (CRD# 1706462) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chalfont, PA and has over 36 years of experience in the finance industry.
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.
Charles Baier (CRD# 5056481) is an Investment Advisor Representative working at Good Life Advisors, LLC in Reading, PA and has over 18 years of experience in the finance industry. Charles Baier 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 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.
Megan Bailey (CRD# 4000814) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Blue Bell, PA and has over 24 years of experience in the finance industry.
Ryan Bailey (CRD# 4167792) is an Investment Advisor Representative working at Arin Risk Advisors LLC in Conshohocken, PA and has over 18 years of experience in the finance industry.
James Baird (CRD# 847959) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 41 years of experience in the finance industry.
Stephen Bajan (CRD# 6327817) is an Investment Advisor Representative working at Edward Jones in Easton, PA and has over 9 years of experience in the finance industry.
Christopher Bak (CRD# 6278208) is an Investment Advisor Representative working at Thrive Capital Management, LLC in Fort Washington, PA and has over 8 years of experience in the finance industry.
Brandon Baker (CRD# 6475981) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 8 years of experience in the finance industry.