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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 Smith (CRD# 3053284) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Clymer, PA and has over 25 years of experience in the finance industry.
Brendan Allison (CRD# 6994913) is an Investment Advisor Representative working at Edward Jones in New Bethlehem, PA and has over 5 years of experience in the finance industry.
Luke Anderson (CRD# 6131335) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Indiana, PA and has over 11 years of experience in the finance industry.
Nathanael Arthurs (CRD# 2395434) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Indiana, PA and has over 30 years of experience in the finance industry.
Lindsay Bennear (CRD# 5544506) is an Investment Advisor Representative working at Avantax Advisory Services in Johnstown, PA and has over 9 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.
David Bonski (CRD# 6236921) is an Investment Advisor Representative working at Blue Horizon Wealth Management, LLC in Johnstown, PA and has over 10 years of experience in the finance industry.
Ryan Brandon (CRD# 5696354) is an Investment Advisor Representative working at Prudential Financial Planning Services in Johnstown, PA and has over 14 years of experience in the finance industry.
Eric Britton (CRD# 5069139) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Punxsutawney, PA and has over 18 years of experience in the finance industry.
Dean Carpenter (CRD# 5347893) is an Investment Advisor Representative working at Avantax Advisory Services in Johnstown, PA and has over 16 years of experience in the finance industry.