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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
William Bernhardt (CRD# 4799046) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Jamison, PA and has over 19 years of experience in the finance industry.
J Berry (CRD# 20215) is an Investment Advisor Representative working at Berry Advisors Group, LLC in Doylestown, PA and has over 27 years of experience in the finance industry.
Joseph Betti (CRD# 2044182) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 34 years of experience in the finance industry.
James Beville (CRD# 4621795) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has over 20 years of experience in the finance industry. James Beville 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.
Jeffrey Beyer (CRD# 5731082) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Newtown, PA and has over 14 years of experience in the finance industry.
Lida Bickford (CRD# 6633628) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Warrington, PA and has over 7 years of experience in the finance industry.
Richard Biele (CRD# 2189980) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 32 years of experience in the finance industry.
Brett Biggs (CRD# 4712114) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Bethlehem, PA and has over 20 years of experience in the finance industry.
David Bilger (CRD# 2944575) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Quakertown, PA and has over 26 years of experience in the finance industry.
Kelly Binkowski (CRD# 6553683) is an Investment Advisor Representative working at Commonwealth Financial Network in New Hope, PA and has over 8 years of experience in the finance industry.