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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
Aaron Harken (CRD# 2777443) is an Investment Advisor Representative working at Cgi Wealth Advisors, Inc. in Frazer, PA and has over 27 years of experience in the finance industry.
Douglas Palmer (CRD# 5926438) is an Investment Advisor Representative working at Cgi Plan Advisors, Inc. in Frazer, PA and has over 11 years of experience in the finance industry.
Vance Palmer (CRD# 708148) is an Investment Advisor Representative working at Cgi Wealth Advisors, Inc. in Frazer, PA and has over 40 years of experience in the finance industry.
Eric Hough (CRD# 4698502) is an Investment Advisor Representative working at Scire Capital Partners, LLC in Frazer, PA and has over 18 years of experience in the finance industry.
Mark Abbonizio (CRD# 6180296) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 10 years of experience in the finance industry.
Brandon Abe (CRD# 6436358) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has 1 year of experience in the finance industry. Brandon Abe 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.
Brad Abel (CRD# 6237585) is an Investment Advisor Representative working at Edward Jones in West Chester, PA and has over 10 years of experience in the finance industry.
Eric Abel (CRD# 6279325) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Conshohocken, PA and has over 8 years of experience in the finance industry.