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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
William Lewis (CRD# 2460208) is an Investment Advisor Representative working at Commonwealth Financial Network in Montrose, PA and has over 30 years of experience in the finance industry. William Lewis 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 Carpenter (CRD# 5826283) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Montrose, PA and has over 13 years of experience in the finance industry.
Matthew Lewis (CRD# 7501123) is an Investment Advisor Representative working at Commonwealth Financial Network in Montrose, PA and has 1 year of experience in the finance industry.
Larry Alderson (CRD# 2924528) is an Investment Advisor Representative working at Stone House Investment Management, LLC in Tunkhannock, PA and has over 26 years of experience in the finance industry. Larry Alderson 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.
Joseph Alu (CRD# 7012795) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Clarks Green, PA and has 1 year of experience in the finance industry.
Lisa Anderson (CRD# 2135902) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Binghamton, NY and has over 16 years of experience in the finance industry.
Richard Barber (CRD# 4286870) is an Investment Advisor Representative working at Lesko Securities, Inc. in Vestal, NY and has over 23 years of experience in the finance industry.
Joseph Barrasse (CRD# 1520801) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Clarks Summit, PA and has over 37 years of experience in the finance industry.
Peter Barrasse (CRD# 1044407) is an Investment Advisor Representative working at Prudential Financial Planning Services in Clarks Summit, PA and has over 39 years of experience in the finance industry.
Andrea Bedosky (CRD# 6348734) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Binghamton, NY and has over 5 years of experience in the finance industry.