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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
James Baird (CRD# 847959) is an Investment Advisor Representative working at Compass Ion Advisors, LLC in Conshohocken, PA and has over 41 years of experience in the finance industry.
Andrew Baker (CRD# 5995161) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newark, DE and has over 12 years of experience in the finance industry. Andrew Baker 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.
Brandon Baker (CRD# 6475981) is an Investment Advisor Representative working at Sage Financial Group Inc. in West Conshohocken, PA and has over 8 years of experience in the finance industry.
Gary Baker (CRD# 2741966) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wayne, PA and has over 23 years of experience in the finance industry.
James Baker (CRD# 6603983) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newark, DE and has over 8 years of experience in the finance industry.
Sidney Baker (CRD# 5385531) is an Investment Advisor Representative working at Hartford Funds in Wayne, PA and has over 12 years of experience in the finance industry.
Philip Baldassari (CRD# 705809) is an Investment Advisor Representative working at Lpl Financial LLC in West Conshohocken, PA and has over 44 years of experience in the finance industry.
Stephen Balen (CRD# 874161) is an Investment Advisor Representative working at Lpl Financial LLC in West Conshohocken, PA and has over 44 years of experience in the finance industry.
Terry Banet (CRD# 3081918) is an Investment Advisor Representative working at Sigfig Wealth Management LLC in Bala Cynwyd, PA and has over 8 years of experience in the finance industry.
Sean Bannon (CRD# 2363812) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 26 years of experience in the finance industry.