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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
Keely Swartwood (CRD# 7504091) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Montoursville, PA and has 1 year of experience in the finance industry.
Mitchel Thomas (CRD# 7135740) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Montoursville, PA and has over 4 years of experience in the finance industry.
Justin Buttrick (CRD# 5625453) is founder/president of Vision Wealth Advisors in Lewisburg, PA and has over 12 years of experience in the finance industry.
Richard Allen (CRD# 1375505) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mifflinburg, PA and has over 38 years of experience in the finance industry.
Lynn Appelman (CRD# 1209925) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Bloomsburg, PA and has over 40 years of experience in the finance industry. Lynn Appelman 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.
James Arnold (CRD# 1568254) is an Investment Advisor Representative working at Merit Financial Advisors in Williamsport, PA and has over 37 years of experience in the finance industry.
Michael Barclay (CRD# 5768763) is an Investment Advisor Representative working at Mml Investors Services, LLC in Williamsport, PA and has over 13 years of experience in the finance industry.
Edward Barone (CRD# 4270044) is an Investment Advisor Representative working at Evergreen Wealth Solutions, LLC in Williamsport, PA and has over 23 years of experience in the finance industry.
Michael Barrett (CRD# 5972226) is an Investment Advisor Representative working at Good Life Advisors, LLC in Lewisburg, PA and has over 12 years of experience in the finance industry.
Matthew Beagle (CRD# 5170364) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomsburg, PA and has over 17 years of experience in the finance industry. Matthew Beagle 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.