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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
Wendy Bennett (CRD# 3136798) is an Investment Advisor Representative working at Bennett Associates Wealth Management in Butler, PA and has over 25 years of experience in the finance industry. Wendy 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.
Louis Berteotti (CRD# 804800) is an Investment Advisor Representative working at Lpl Financial LLC in Shippenville, PA and has over 43 years of experience in the finance industry.
Matthew Best (CRD# 3084280) is an Investment Advisor Representative working at Lpl Financial LLC in Shippenville, PA and has over 25 years of experience in the finance industry.
James Bish (CRD# 4803489) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Butler, PA and has over 19 years of experience in the finance industry.
Michael Bonnett (CRD# 3146681) is an Investment Advisor Representative working at Lpl Financial LLC in Shippenville, PA and has over 25 years of experience in the finance industry. Michael Bonnett 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.
Richard Bopp (CRD# 4503525) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Wexford, PA and has over 22 years of experience in the finance industry.
Thomas Boris (CRD# 5057150) is an Investment Advisor Representative working at Guardian Capital, LLC in Wexford, PA and has 1 year of experience in the finance industry.
Adam Bosiljevac (CRD# 5687990) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Prospect, PA and has over 13 years of experience in the finance industry.
Katie Bowers (CRD# 4817033) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 19 years of experience in the finance industry.
Tanner Branam (CRD# 5104314) is an Investment Advisor Representative working at Rossby Financial, LLC in Valencia, PA and has over 18 years of experience in the finance industry. Tanner Branam 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.