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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
Lawrence Kelly (CRD# 2162869) is an Investment Advisor Representative working at Wells Fargo Advisors in Exton, PA and has over 32 years of experience in the finance industry.
David Killian (CRD# 5599953) is an Investment Advisor Representative working at Birch Run Investments, LLC in Exton, PA and has over 12 years of experience in the finance industry.
Lei Knopp (CRD# 4013695) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Exton, PA and has over 12 years of experience in the finance industry.
Brad Krajsa (CRD# 4717804) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Exton, PA and has over 20 years of experience in the finance industry.
Bryan Krause (CRD# 2785563) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Exton, PA and has over 26 years of experience in the finance industry.
David Kring (CRD# 4949862) is an Investment Advisor Representative working at Conestoga Wealth Management in Exton, PA and has over 18 years of experience in the finance industry. David Kring 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.
Ronald Kummerer (CRD# 4344687) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Exton, PA and has over 19 years of experience in the finance industry.
Alex Lamperti (CRD# 4120939) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Exton, PA and has over 23 years of experience in the finance industry.
David Layo (CRD# 3162114) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Exton, PA and has over 25 years of experience in the finance industry.
Philip Leshock (CRD# 6171434) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Exton, PA and has over 10 years of experience in the finance industry.