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Distance Only Glen Mills, PA
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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
Thomas Roycroft (CRD# 2181465) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Glen Mills, PA and has over 32 years of experience in the finance industry.
Alison Slezak (CRD# 7083079) is an Investment Advisor Representative working at Corecap Advisors in Glen Mills, PA and has over 5 years of experience in the finance industry.
Clinton Smedley (CRD# 4955289) is an Investment Advisor Representative working at Cuso Financial Services in Glen Mills, PA and has over 18 years of experience in the finance industry.
Steven Engle (CRD# 6446517) is an Investment Advisor Representative working at Asbury Capital in Glen Mills, PA and has 1 year of experience in the finance industry. Steven Engle 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.
James Hower (CRD# 2095775) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Glen Mills, PA and has over 33 years of experience in the finance industry.
Kevin Lake (CRD# 6249118) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 10 years of experience in the finance industry. Kevin Lake 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.
John Prickett (CRD# 7754891) is an Investment Advisor Representative working at Market Street Wealth Management in Glen Mills, PA and has 1 year of experience in the finance industry.
Victoria Provost (CRD# 6843618) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 2 years of experience in the finance industry. Victoria Provost 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.