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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
Michael Benefield (CRD# 6779420) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Greensburg, PA and has over 6 years of experience in the finance industry.
Nancy Bennett (CRD# 4614190) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Latrobe, PA and has 1 year of experience in the finance industry. Nancy Bennett 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.
Gary Boatman (CRD# 5699740) is an Investment Advisor Representative working at Boatman Wealth Management, LLC in Monessen, PA and has 1 year of experience in the finance industry. Gary Boatman 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.
Brad Bond (CRD# 2790023) is an Investment Advisor Representative working at C.B. Bond Financial Planning, Inc. in Export, PA, a suburb of Pittsburgh. He has over 19 years of experience in the finance industry. Mr. Bond has taken additional exams to become a Certified Financial Planner (CFP®) Practitioner. 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...
Jerome Boring (CRD# 1384930) is an Investment Advisor Representative working at Lpl Financial LLC in Bethel Park, PA and has over 38 years of experience in the finance industry.
Timothy Brown (CRD# 6504801) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Uniontown, PA and has over 7 years of experience in the finance industry. Timothy Brown 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.
Christina Bryner (CRD# 6821803) is an Investment Advisor Representative working at Advice & Planning Services LLC in Youngwood, PA and has over 6 years of experience in the finance industry.
Melanie Buchan (CRD# 2503348) is an Investment Advisor Representative working at Pnc Investments in Ligonier, PA and has over 26 years of experience in the finance industry.
Lance Burgert (CRD# 4751234) is an Investment Advisor Representative working at Edward Jones in Bethel Park, PA and has over 19 years of experience in the finance industry.
Michael Byers (CRD# 3093171) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Greensburg, PA and has over 25 years of experience in the finance industry.