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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
Paul Karcher (CRD# 1049735) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chadds Ford, PA and has over 38 years of experience in the finance industry.
Shawn Keane (CRD# 4484740) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has over 21 years of experience in the finance industry. Shawn Keane 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 Kelly (CRD# 800928) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has over 32 years of experience in the finance industry.
Michael Kilburn (CRD# 6628735) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chadds Ford, PA and has over 6 years of experience in the finance industry.
Jonathan Kolle (CRD# 1556948) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has over 24 years of experience in the finance industry.
Daniel Morris (CRD# 1773610) is an Investment Advisor Representative working at Smithbridge Asset Management, Inc. in Chadds Ford, PA and has over 30 years of experience in the finance industry.
Michael Nagle (CRD# 2009941) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Chadds Ford, PA and has over 33 years of experience in the finance industry.
Van Olmstead (CRD# 815874) is an Investment Advisor Representative working at R. F. Lafferty & Company, Inc. in Chadds Ford, PA and has over 43 years of experience in the finance industry. Van Olmstead 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.
Ryan Omensetter (CRD# 7064659) is an Investment Advisor Representative working at Dt Investment Partners, LLC in Chadds Ford, PA and has over 4 years of experience in the finance industry.
Robert Pedrick (CRD# 4872454) is an Investment Advisor Representative working at Chartered Advisory Group in Chadds Ford, PA and has over 19 years of experience in the finance industry.