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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
Douglas Batten (CRD# 5069022) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Wilmington, DE and has over 15 years of experience in the finance industry.
Kathy Bauers (CRD# 2924245) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wilmington, DE and has over 26 years of experience in the finance industry.
Ryan Baumbach (CRD# 6549653) is an Investment Advisor Representative working at Assuredpartners Investment Advisors in Wilmington, DE and has over 6 years of experience in the finance industry.
Kenneth Beach (CRD# 6742770) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Newark, DE and has over 6 years of experience in the finance industry.
Stephanie Beach (CRD# 3145490) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 23 years of experience in the finance industry.
Suanne Beacham (CRD# 1406087) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wilmington, DE and has over 18 years of experience in the finance industry.
Katherine Bear (CRD# 4835624) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 19 years of experience in the finance industry.
Matthew Beardwood (CRD# 3084318) is an Investment Advisor Representative working at Westover Capital Advisors, LLC in Wilmington, DE and has over 25 years of experience in the finance industry.
Rebecca Bench (CRD# 4970290) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Wilmington, DE and has over 18 years of experience in the finance industry.
David Benfer (CRD# 2449219) is an Investment Advisor Representative working at Veery Capital, LLC in Wilmington, DE and has over 30 years of experience in the finance industry. David Benfer 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.