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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
Erich Barchi (CRD# 6497539) is an Investment Advisor Representative working at Row Your Own Boat in Malvern, PA and has over 7 years of experience in the finance industry.
Christopher Buckley (CRD# 6778249) is an Investment Advisor Representative working at Black Diamond Wealth Management, LLC in Malvern, PA and has over 5 years of experience in the finance industry.
Robert Campbell (CRD# 1186546) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Malvern, PA and has over 39 years of experience in the finance industry.
Dan Fisher (CRD# 5565931) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Malvern, PA and has over 14 years of experience in the finance industry.
Efren Infante (CRD# 3136067) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Malvern, PA and has over 24 years of experience in the finance industry.
Ronald Lang (CRD# 6014042) is an Investment Advisor Representative working at Atlas Wealth Management, LLC in Cave Creek, AZ and has over 10 years of experience in the finance industry.
Dwight Lasure (CRD# 2391499) is an Investment Advisor Representative working at Lasure Capital Management in Malvern, PA and has over 29 years of experience in the finance industry.
Mark Mensack (CRD# 2639903) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Ardmore, PA and has over 20 years of experience in the finance industry.
Ethan Quirin (CRD# 5630137) is an Investment Advisor Representative working at Next Financial Group, Inc. in Malvern, PA and has over 13 years of experience in the finance industry.
Benjamin Schmid (CRD# 5355502) is an Investment Advisor Representative working at Ketwich Capital LLC in Malvern, PA and has over 14 years of experience in the finance industry. Benjamin Schmid 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.