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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 Bahnick (CRD# 1060885) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 41 years of experience in the finance industry.
James Baker (CRD# 1368612) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Emmaus, PA and has over 38 years of experience in the finance industry.
James Baker (CRD# 3256288) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Wyomissing, PA and has over 22 years of experience in the finance industry.
Bruce Balkcom (CRD# 2158092) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bethlehem, PA and has over 32 years of experience in the finance industry.
Dennis Ballow (CRD# 6365315) is an Investment Advisor Representative working at Eagle Strategies LLC in Harleysville, PA and has over 8 years of experience in the finance industry.
John Banks (CRD# 3185441) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Center Valley, PA and has over 25 years of experience in the finance industry.
Marilyn Banyai (CRD# 1603466) is an Investment Advisor Representative working at Avantax Advisory Services in Collegeville, PA and has over 37 years of experience in the finance industry. Marilyn Banyai 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.
Alfred Barbato (CRD# 1882826) is an Investment Advisor Representative working at Lpl Financial LLC in Phoenixville, PA and has over 35 years of experience in the finance industry.
Paul Barbehenn (CRD# 4246485) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Allentown, PA and has over 23 years of experience in the finance industry. Paul Barbehenn 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.
Anthony Barber (CRD# 6433996) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Allentown, PA and has over 8 years of experience in the finance industry.