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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
Joshua Lutton (CRD# 7025445) is an Investment Advisor Representative working at Commonwealth Financial Network in Doylestown, PA and has over 5 years of experience in the finance industry.
Matthew Marcolina (CRD# 3022388) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Doylestown, PA and has over 23 years of experience in the finance industry.
Scott Marshall (CRD# 2906231) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Doylestown, PA and has over 26 years of experience in the finance industry. Scott Marshall 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.
Denise Martin (CRD# 2154827) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Doylestown, PA and has over 32 years of experience in the finance industry.
Gustavo Masri (CRD# 2077227) is an Investment Advisor Representative working at Alden Investment Group in Doylestown, PA and has over 33 years of experience in the finance industry.
John McCaffery (CRD# 2380136) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Doylestown, PA and has over 30 years of experience in the finance industry.
Cornelius McCarthy (CRD# 1602436) is an Investment Advisor Representative working at Lpl Financial LLC in Doylestown, PA and has over 24 years of experience in the finance industry.
James McGowan (CRD# 4529208) is an Investment Advisor Representative working at The Marshall Financial Group, Inc. in Doylestown, PA and has over 21 years of experience in the finance industry. James McGowan 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.
William McKinley (CRD# 2320731) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Doylestown, PA and has over 21 years of experience in the finance industry.
Jonathan McSurdy (CRD# 3236154) is an Investment Advisor Representative working at Axiom Investment Solutions LLC in Doylestown, PA and has over 24 years of experience in the finance industry. Jonathan McSurdy 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.