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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
David Dewitt (CRD# 1055072) is an Investment Advisor Representative working at Dewitt Capital Management in Collegeville, PA and has over 41 years of experience in the finance industry. David Dewitt 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.
David Dewitt (CRD# 6383079) is an Investment Advisor Representative working at Dewitt Capital Management in Collegeville, PA and has over 6 years of experience in the finance industry. David Dewitt 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.
John Fair (CRD# 3106044) is an Investment Advisor Representative working at Lpl Financial LLC in Collegeville, PA and has over 24 years of experience in the finance industry.
Scott Frank (CRD# 4878066) is an Investment Advisor Representative working at Dewitt Capital Management in Collegeville, PA and has over 19 years of experience in the finance industry.
Michael Frederick (CRD# 4001792) is an Investment Advisor Representative working at Alden Capital in Collegeville, PA and has over 24 years of experience in the finance industry. Michael Frederick 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 Freilich (CRD# 3090676) is an Investment Advisor Representative working at Lpl Financial LLC in Collegeville, PA and has over 25 years of experience in the finance industry.
Kevin Hartnett (CRD# 6659613) is an Investment Advisor Representative working at Sensenig Capital Advisors, Inc. in Collegeville, PA and has over 7 years of experience in the finance industry. Kevin Hartnett 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.
Christine Messmer (CRD# 1440290) is an Investment Advisor Representative working at Christine Messmer, P.c. in Collegeville, PA and has over 37 years of experience in the finance industry. Christine Messmer 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.
Jonathan Monroe (CRD# 6282465) is an Investment Advisor Representative working at New Wave Financial LLC in Collegeville, PA and has over 9 years of experience in the finance industry.
Steve Ricci (CRD# 1772842) is an Investment Advisor Representative working at Prudential Financial Planning Services in Collegeville, PA and has over 36 years of experience in the finance industry.