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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
Julia Brufke Wenger (CRD# 3100187) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Phoenixville, PA and has over 25 years of experience in the finance industry. Julia Brufke Wenger 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.
Michael Bucklin (CRD# 5878554) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wyomissisng, PA and has over 12 years of experience in the finance industry.
Ronald Burroughs (CRD# 6335571) is an Investment Advisor Representative working at Edward Jones in Ephrata, PA and has over 9 years of experience in the finance industry.
Jeffrey Bush (CRD# 2568693) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Pottstown, PA and has over 29 years of experience in the finance industry.
Michael Butterworth (CRD# 1430822) is an Investment Advisor Representative working at Bfc Planning, Inc. in Reading, PA and has over 38 years of experience in the finance industry.
Raymond Butterworth (CRD# 1626430) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wyomissing, PA and has over 37 years of experience in the finance industry.
Thomas Caffrey (CRD# 5866720) is an Investment Advisor Representative working at Caffrey Retirement Solutions in Perkiomenville, PA and has over 7 years of experience in the finance industry.
Robert Cagliola (CRD# 2152567) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 30 years of experience in the finance industry.
Mark Caltagirone (CRD# 6619227) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Wyomissing, PA and has 1 year of experience in the finance industry.