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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
Derek Batz (CRD# 2151009) is an Investment Advisor Representative working at Lpl Financial LLC in Dushore, PA and has over 32 years of experience in the finance industry.
Clifford Cashman (CRD# 600530) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Towanda, PA and has over 37 years of experience in the finance industry.
Scott Clark (CRD# 2073208) is an Investment Advisor Representative working at Lpl Financial LLC in Wellsboror, PA and has over 33 years of experience in the finance industry.
James Davis (CRD# 2758356) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wellsboro, PA and has over 27 years of experience in the finance industry. James 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.
Michael Dinich (CRD# 2087677) is an Investment Advisor Representative working at Your Money Matters Wealth Management, LLC in Sayre, PA and has over 33 years of experience in the finance industry.
Matthew Geer (CRD# 4809921) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Troy, PA and has over 19 years of experience in the finance industry.
Derek Gowan (CRD# 5763562) is an Investment Advisor Representative working at Lpl Financial LLC in Sayre, PA and has over 11 years of experience in the finance industry.
Debbie Harer (CRD# 2736970) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Troy, PA and has over 23 years of experience in the finance industry.
David Jackson (CRD# 2439885) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Troy, PA and has over 29 years of experience in the finance industry.
Matthew Landis (CRD# 4306783) is an Investment Advisor Representative working at Lpl Financial LLC in Troy, PA and has over 23 years of experience in the finance industry.