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Distance Only Malvern, PA
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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
Leslie Chatty (CRD# 4177370) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 23 years of experience in the finance industry. Leslie Chatty 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.
Mark Christman (CRD# 5222941) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 11 years of experience in the finance industry. Mark Christman 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.
Alexandra Clark (CRD# 6705963) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 7 years of experience in the finance industry.
Jonathan Cleborne (CRD# 4694028) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 13 years of experience in the finance industry.
Jason Cockerham (CRD# 3267651) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 24 years of experience in the finance industry. Jason Cockerham 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.
Benjamin Cohen (CRD# 5316599) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 17 years of experience in the finance industry. Benjamin Cohen 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.
Daniel Cole (CRD# 5329943) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 16 years of experience in the finance industry. Daniel Cole 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 Collins (CRD# 2295567) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 30 years of experience in the finance industry.
Carolyn Connolly (CRD# 2290165) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 30 years of experience in the finance industry. Carolyn Connolly 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.
Jamie Cook (CRD# 5130430) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 17 years of experience in the finance industry.