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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
Matthew Barr (CRD# 6520737) is an Investment Advisor Representative working at Wick Capital Partners, LLC in Wayne, PA and has over 8 years of experience in the finance industry.
Daniel Barram (CRD# 6621910) is an Investment Advisor Representative working at Prosperity Advisers, LLC in Fort Washington, PA and has over 7 years of experience in the finance industry.
Charles Barrett (CRD# 2490925) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 29 years of experience in the finance industry.
Mark Barrett (CRD# 2652007) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West Conshohocken, PA and has over 28 years of experience in the finance industry.
Renee Barrett (CRD# 5271238) is an Investment Advisor Representative working at D.a. Davidson & Company in Philadelphia, PA and has over 16 years of experience in the finance industry.
Kenneth Barroway (CRD# 4389483) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Voorhees Township, NJ and has over 22 years of experience in the finance industry.
Dennis Barth (CRD# 1564121) is an Investment Advisor Representative working at Avantax Advisory Services in Brooklawn, NJ and has over 37 years of experience in the finance industry.
Arthur Bartholomew (CRD# 725033) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Conshohocken, PA and has over 43 years of experience in the finance industry. Arthur Bartholomew 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.
Jarrod Barton (CRD# 5339940) is an Investment Advisor Representative working at Wealthwise Advisors in Media, PA and has over 16 years of experience in the finance industry. Jarrod Barton 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 Barton (CRD# 5848344) is an Investment Advisor Representative working at Better Bucks Advisory in Bensalem, PA and has over 13 years of experience in the finance industry.