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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
Thomas Daniels (CRD# 6838918) is an Investment Advisor Representative working at Creative Planning in Wilmington, DE and has over 6 years of experience in the finance industry. Thomas Daniels 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 Davis (CRD# 5255982) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 17 years of experience in the finance industry.
Brian Dawson (CRD# 4096605) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, DE and has over 24 years of experience in the finance industry.
Frederick Dawson (CRD# 1024576) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, DE and has over 39 years of experience in the finance industry.
Michael De Marco (CRD# 3016321) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cape May Court House, NJ and has over 26 years of experience in the finance industry.
Raymond De Witt (CRD# 2894063) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 26 years of experience in the finance industry.
Michael Dedda (CRD# 2377387) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 30 years of experience in the finance industry.
James Deese (CRD# 2102846) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenville, DE and has over 33 years of experience in the finance industry.
Aileen Defroda (CRD# 5410978) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 16 years of experience in the finance industry.
Richard Demaria (CRD# 2462597) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vineland, NJ and has over 29 years of experience in the finance industry.