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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 Ebert (CRD# 5718936) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newtown, PA and has over 13 years of experience in the finance industry. Michael Ebert 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.
Keith Ehinger (CRD# 5758524) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Newtown, PA and has over 9 years of experience in the finance industry.
Ayman Ezzat (CRD# 5540243) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has over 15 years of experience in the finance industry. Ayman Ezzat 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.
Louis Fancher (CRD# 2772262) is an Investment Advisor Representative working at 46 Peaks Investment Advisory Group in Newtown, PA and has over 27 years of experience in the finance industry. Louis Fancher 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.
Margaret Finney (CRD# 2005017) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newtown, PA and has over 29 years of experience in the finance industry.
Kurt Folcher (CRD# 2048375) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 33 years of experience in the finance industry.
Ian Foster (CRD# 6119064) is an Investment Advisor Representative working at Innova Wealth Partners, LLC in Newtown, PA and has over 11 years of experience in the finance industry.
Julie Fox (CRD# 4616260) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Newtown, PA and has over 20 years of experience in the finance industry.
Mark Fried (CRD# 2028237) is the President of TFG Wealth Management, LLC in Newtown, PA and has over 25 years of experience in the finance industry.
Christopher Gage (CRD# 4207111) is an Investment Advisor Representative working at Gage Wealth Management Group in Newtown, PA and has over 23 years of experience in the finance industry.