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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
Brandon Adams (CRD# 5372026) is an Investment Advisor Representative working at Rkl Wealth Management LLC in Lancaster, PA and has over 10 years of experience in the finance industry.
Cassandra Alleyne (CRD# 5180564) is an Investment Advisor Representative working at Santander Securities in Lancaster, PA and has over 15 years of experience in the finance industry.
Kathleen Andersen (CRD# 3097087) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lancaster, PA and has over 23 years of experience in the finance industry.
Gregory Ashekian (CRD# 1846799) is an Investment Advisor Representative working at Equitable Advisors, LLC in Lancaster, PA and has over 32 years of experience in the finance industry.
Benjamin Atwater (CRD# 5588985) is an Investment Advisor Representative working at Atwater Malick in Lancaster, PA and has over 13 years of experience in the finance industry.
Jeffrey Aument (CRD# 2996485) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lancaster, PA and has over 24 years of experience in the finance industry.
Lois Bachman (CRD# 1222441) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lancaster, PA and has over 37 years of experience in the finance industry.
Daniel Bailey (CRD# 1819018) is an Investment Advisor Representative working at Ambassador Advisors, LLC in Lancaster, PA and has over 34 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 22 years of experience in the finance industry.
Jeffrey Bankert (CRD# 6937912) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lancaster, PA and has over 3 years of experience in the finance industry. Jeffrey Bankert 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.