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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
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.
Frank Rich (CRD# 2193099) is an Investment Advisor Representative working at Anchor Financial & Accounting, P.c. in Lansdale, PA and has over 32 years of experience in the finance industry. Frank Rich 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.
Leonard Rizzotti (CRD# 1209016) is an Investment Advisor Representative working at Lincoln Investment in Lansdale, PA and has over 40 years of experience in the finance industry. Leonard Rizzotti 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.
Amanda Schulenberg (CRD# 6303203) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Lansdale, PA and has over 10 years of experience in the finance industry.
Fred Shocket (CRD# 2418780) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lansdale, PA and has over 30 years of experience in the finance industry. Fred Shocket 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 Shoup (CRD# 4925775) is an Investment Advisor Representative working at Prepared Retirement Institute LLC in Lansdale, PA and has over 18 years of experience in the finance industry. James Shoup 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 Shumski (CRD# 1636896) is an Investment Advisor Representative working at Networth Asset Management, Inc. in Lansdale, PA and has over 17 years of experience in the finance industry.