-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
James Davis (CRD# 2758356) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wellsboro, PA and has over 27 years of experience in the finance industry. James Davis 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.
Wayne Dieffenderfer (CRD# 3182865) is an Investment Advisor Representative working at Hudock Capital Group in Williamsport, PA and has over 25 years of experience in the finance industry.
James Dinsmore (CRD# 1743831) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 36 years of experience in the finance industry. James Dinsmore 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.
Anthony Disalvo (CRD# 2432078) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Williamsport, PA and has over 30 years of experience in the finance industry.
Jason Dugan (CRD# 5121707) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Montoursville, PA and has over 17 years of experience in the finance industry. Jason Dugan 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.
Jason Eberhart (CRD# 7015091) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jersey Shore, PA and has over 5 years of experience in the finance industry.
Christine Engel (CRD# 4927221) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Williamsport, PA and has over 18 years of experience in the finance industry.
Jason Engel (CRD# 4838590) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Williamsport, PA and has over 19 years of experience in the finance industry.
Curtis Fay (CRD# 6156871) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Muncy, PA and has over 11 years of experience in the finance industry. Curtis Fay 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.
Craig Fought (CRD# 5525207) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Williamsport, PA and has over 9 years of experience in the finance industry.