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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
Tracie Burton (CRD# 5791092) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Easton, PA and has over 8 years of experience in the finance industry.
Fred Busler (CRD# 4884683) is an Investment Advisor Representative working at Augulis Financial Firm, LLC in Warren, NJ and has over 15 years of experience in the finance industry.
Paul Butler (CRD# 1216336) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Warren, NJ and has over 40 years of experience in the finance industry.
Scott Butler (CRD# 1398087) is an Investment Advisor Representative working at Stonex Advisors Inc. in Nazareth, PA and has over 38 years of experience in the finance industry. Scott Butler 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.
Scott Buttfield (CRD# 1548211) is an Investment Advisor Representative working at Buttfield & Associates in Red Bank, NJ and has over 37 years of experience in the finance industry. Scott Buttfield 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 Byank (CRD# 4875340) is an Investment Advisor Representative working at Avantax Advisory Services in Sparta, NJ and has over 19 years of experience in the finance industry. Richard Byank 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 Byron (CRD# 4876772) is an Investment Advisor Representative working at Green Rock Advisors, LLC in Morristown, NJ and has over 19 years of experience in the finance industry.
David Caccamo (CRD# 1937345) is an Investment Advisor Representative working at Sequent Planning, LLC in Bethlehem, PA and has over 35 years of experience in the finance industry.
Lora Caglioti (CRD# 2968703) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bridgewater, NJ and has over 26 years of experience in the finance industry.
Steven Calvelli (CRD# 1598553) is an Investment Advisor Representative working at Capital Enhancement, LLC in Warren, NJ and has over 37 years of experience in the finance industry.