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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
Sara Lawson (CRD# 3202138) is an Investment Advisor Representative working at Bryn Mawr Capital Management, LLC in Rehoboth Beach, DE and has over 14 years of experience in the finance industry.
John Li (CRD# 1015731) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lewes, DE and has over 42 years of experience in the finance industry.
Robert Litwin (CRD# 3036642) is an Investment Advisor Representative working at Lpl Financial LLC in Ocean City, NJ and has over 26 years of experience in the finance industry.
Jonathan Lokken (CRD# 2956806) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 26 years of experience in the finance industry.
Craig Lusco (CRD# 2926381) is an Investment Advisor Representative working at Wells Fargo Advisors in Lewes, DE and has over 26 years of experience in the finance industry.
Justin Lynam (CRD# 5270346) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lewes, DE and has over 5 years of experience in the finance industry.
Janet Maher (CRD# 3203800) is an Investment Advisor Representative working at Edward Jones in Lewes, DE and has over 17 years of experience in the finance industry.
Scott Mahoney (CRD# 5027210) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Rehoboth Beach, DE and has over 13 years of experience in the finance industry. Scott Mahoney 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.
Mark Mensack (CRD# 2639903) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Rehoboth Beach, DE and has over 21 years of experience in the finance industry.
Sean Merlonghi (CRD# 6146825) is an Investment Advisor Representative working at Lokken Investment Group, LLC in Lewes, DE and has over 11 years of experience in the finance industry. Sean Merlonghi 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.