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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
Eric Montgomery (CRD# 7030367) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Grove City, PA and has over 4 years of experience in the finance industry. Eric Montgomery 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.
David Peck (CRD# 7166558) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Grove City, PA and has over 3 years of experience in the finance industry.
John Adcock (CRD# 4628189) is an Investment Advisor Representative working at The Wealth Consulting Group in New Castle, PA and has over 21 years of experience in the finance industry. John Adcock 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 Angott (CRD# 2910271) is an Investment Advisor Representative working at Avantax Advisory Services in Hermitage, PA and has over 26 years of experience in the finance industry.
Robert Asmus (CRD# 8256) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Hermitage, PA and has over 40 years of experience in the finance industry.
Clancy Atkinson (CRD# 4101733) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Sharon, PA and has over 24 years of experience in the finance industry. Clancy Atkinson 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.
Norman Ballard (CRD# 3124601) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Ellwood City, PA and has over 25 years of experience in the finance industry.
Michael Basile (CRD# 2611256) is an Investment Advisor Representative working at Matune Basile Advisors in Hermitage, PA and has over 18 years of experience in the finance industry.
Bruce Bateman (CRD# 1432888) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Butler, PA and has over 38 years of experience in the finance industry.