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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
Paul Elfner (CRD# 6235228) is an Investment Advisor Representative working at Savant Wealth Management in Lancaster, PA and has over 10 years of experience in the finance industry. Paul Elfner 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.
Erik Ellsworth (CRD# 4081917) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lancaster, PA and has over 23 years of experience in the finance industry.
Jeffrey Emrich (CRD# 5743979) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lancaster, PA and has over 13 years of experience in the finance industry.
Kevin Erb (CRD# 1989417) is an Investment Advisor Representative working at Mml Investors Services, LLC in Lancaster, PA and has over 33 years of experience in the finance industry.
Anthony Essis (CRD# 3061074) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lancaster, PA and has over 25 years of experience in the finance industry.
Timothy Everett (CRD# 6400082) is an Investment Advisor Representative working at Edward Jones in Lancaster, PA and has over 9 years of experience in the finance industry.
Michelle Fletcher (CRD# 2057964) is an Investment Advisor Representative working at Cedar Spring Advisors, LLC in Lancaster, PA and has over 29 years of experience in the finance industry. Michelle Fletcher 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.
Margaret Folk (CRD# 6567441) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lancaster, PA and has over 8 years of experience in the finance industry. Margaret Folk 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.
Lee Fortenberry (CRD# 2270265) is an Investment Advisor Representative working at Park Avenue Securities LLC in Lancaster, PA and has over 31 years of experience in the finance industry. Lee Fortenberry 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.
Robert Fryer (CRD# 1156791) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Lancaster, PA and has over 40 years of experience in the finance industry.