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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
George Audi (CRD# 2827588) is an Investment Advisor Representative working at Mml Investors Services, LLC in Sinking Spring, PA and has over 27 years of experience in the finance industry.
Joseph Azzara (CRD# 2540104) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Collegeville, PA and has over 29 years of experience in the finance industry. Joseph Azzara 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.
Timothy Bacon (CRD# 1338849) is an Investment Advisor Representative working at Meridian Wealth Partners, LLC in Blue Bell, PA and has over 38 years of experience in the finance industry.
Anthony Bagonis (CRD# 5001571) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chalfont, PA and has over 11 years of experience in the finance industry.
Brenda Bagonis-Cooke (CRD# 1706462) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chalfont, PA and has over 36 years of experience in the finance industry.
David Bahnick (CRD# 1060885) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 41 years of experience in the finance industry.
Megan Bailey (CRD# 4000814) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Blue Bell, PA and has over 24 years of experience in the finance industry.
Stephen Bajan (CRD# 6327817) is an Investment Advisor Representative working at Edward Jones in Easton, PA and has over 9 years of experience in the finance industry.
James Baker (CRD# 1368612) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Emmaus, PA and has over 38 years of experience in the finance industry.
James Baker (CRD# 3256288) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Wyomissing, PA and has over 22 years of experience in the finance industry.