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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
Thomas McBride (CRD# 2782709) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lansdale, PA and has over 27 years of experience in the finance industry.
Thomas McGuire (CRD# 3240543) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lansdale, PA and has over 24 years of experience in the finance industry. Thomas McGuire 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.
Thomas McKee (CRD# 7003281) is an Investment Advisor Representative working at Edward Jones in Lansdale, PA and has over 5 years of experience in the finance industry.
Thomas Morgan (CRD# 2244409) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lansdale, PA and has over 31 years of experience in the finance industry.
Troy Moyer (CRD# 4873449) is an Investment Advisor Representative working at Moyer Wealth Management in Lansdale, PA and has over 19 years of experience in the finance industry. Troy Moyer 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.
Randolph Nead (CRD# 1589467) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lansdale, PA and has over 37 years of experience in the finance industry. Randolph Nead 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.
John O'hara (CRD# 6242857) is an Investment Advisor Representative working at Lpl Financial LLC in Lansdale, PA and has over 7 years of experience in the finance industry. John O'hara 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.
Ryan O'shurak (CRD# 6271421) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Lansdale, PA and has over 10 years of experience in the finance industry.
Joseph Ochotny (CRD# 3104970) is an Investment Advisor Representative working at Avantax Advisory Services in Lansdale, PA and has over 25 years of experience in the finance industry.
Kelly Ochotny (CRD# 4162766) is an Investment Advisor Representative working at Lincoln Investment in Lansdale, PA and has over 19 years of experience in the finance industry.