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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
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.
James Balthaser (CRD# 4088364) is an Investment Advisor Representative working at Psi Capital Management in Lancaster, PA and has over 24 years of experience in the finance industry.
Beverly Bankus (CRD# 6588490) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Lancaster, PA and has over 7 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.
Vincent Barbera (CRD# 4555357) is an Investment Advisor Representative working at Newbridge Wealth Management in Berwyn, PA and has over 21 years of experience in the finance industry. Vincent Barbera 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 Bare (CRD# 2765864) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Atglen, PA and has over 27 years of experience in the finance industry. Ronald Bare 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.
Christopher Barnes (CRD# 4334057) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has over 23 years of experience in the finance industry.
Andrew Barninger (CRD# 5805136) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Lancaster, PA and has over 12 years of experience in the finance industry. Andrew Barninger 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.
Kevin Barry (CRD# 6541022) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 8 years of experience in the finance industry. Kevin Barry 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.