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Distance Only Lafayette Hill, 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
Elizabeth Barker (CRD# 734538) is an Investment Advisor Representative working at Edward Jones in Lafayette Hill, PA and has over 40 years of experience in the finance industry.
Michael Grossman (CRD# 1233777) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lafayette Hill, PA and has over 34 years of experience in the finance industry. Michael Grossman 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.
Lori Henry (CRD# 4041996) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lafayette Hill, PA and has over 24 years of experience in the finance industry.
Patrick Rotondo (CRD# 2924830) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette Hill, PA and has over 21 years of experience in the finance industry.
Mark Snyder (CRD# 5591561) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lafayette Hill, PA and has over 15 years of experience in the finance industry.
Daniel Vass (CRD# 6119594) is an Investment Advisor Representative working at Vass Financial Strategies in Lafayette Hill, PA and has over 10 years of experience in the finance industry.
Paul Vass (CRD# 1823708) is an Investment Advisor Representative working at Vass Financial Strategies in Lafayette Hill, PA and has over 26 years of experience in the finance industry.
Bianca Difranco (CRD# 6221660) is an Investment Advisor Representative working at Eagle Strategies LLC in Lafayette Hill, PA and has over 9 years of experience in the finance industry.