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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
Dennis Barth (CRD# 1564121) is an Investment Advisor Representative working at Avantax Advisory Services in Brooklawn, NJ and has over 37 years of experience in the finance industry.
Jarrod Barton (CRD# 5339940) is an Investment Advisor Representative working at Wealthwise Advisors in Media, PA and has over 16 years of experience in the finance industry. Jarrod Barton 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.
Victoria Bastardo (CRD# 6421819) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.
Jordan Bastien (CRD# 6637106) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Philadelphia, PA and has over 7 years of experience in the finance industry.
Alan Bates (CRD# 2137050) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Newtown Square, PA and has over 32 years of experience in the finance industry.
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.
Andrew Bauer (CRD# 4896237) is an Investment Advisor Representative working at Brandywine Global Investment Management, LLC in Philadelphia, PA and has over 16 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.
Paul Baumbach (CRD# 2430006) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Newark, DE and has over 30 years of experience in the finance industry. Paul Baumbach 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.
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.