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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
Michael Kolb (CRD# 5234490) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 16 years of experience in the finance industry. Michael Kolb 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.
Darin Koss (CRD# 2275060) is an Investment Advisor Representative working at Tower Wealth Partners in Lewisburg, PA and has over 31 years of experience in the finance industry.
Toby Krouse (CRD# 6115739) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Shamokin Dam, PA and has over 11 years of experience in the finance industry.
Andria Lamay (CRD# 5121279) is an Investment Advisor Representative working at Primerica Advisors in Milton, PA and has over 18 years of experience in the finance industry.
Robert Lario (CRD# 2377076) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsport, PA and has over 30 years of experience in the finance industry.
Daniel Lehman (CRD# 1556289) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Williamsport, PA and has over 37 years of experience in the finance industry.
Stephen Lowe (CRD# 4665155) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Williamsport, PA and has over 20 years of experience in the finance industry.
Samuel Lush (CRD# 5196484) is an Investment Advisor Representative working at Lpl Financial LLC in Williamsport, PA and has over 17 years of experience in the finance industry.
Joan Lyons (CRD# 2772867) is an Investment Advisor Representative working at Good Life Advisors, LLC in Lewisburg, PA and has over 27 years of experience in the finance industry. Joan Lyons 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.
Paul Maccrory (CRD# 1548965) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Bloomsburg, PA and has over 36 years of experience in the finance industry.