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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
Kenneth Kovalik (CRD# 5670045) is an Investment Advisor Representative working at Park Avenue Securities LLC in Newtown, PA and has over 12 years of experience in the finance industry.
Brian Kuhns (CRD# 2921468) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 26 years of experience in the finance industry.
Fred Kurtz (CRD# 3176183) is an Investment Advisor Representative working at Edward Jones in Newtown, PA and has over 25 years of experience in the finance industry.
David Kushner (CRD# 5567401) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newtown, PA and has over 15 years of experience in the finance industry.
Michael Lam (CRD# 6813988) is an Investment Advisor Representative working at Commonwealth Financial Network in Newtown, PA and has over 6 years of experience in the finance industry. Michael Lam 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.
Francis Lapowsky (CRD# 6425813) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has over 6 years of experience in the finance industry.
Robert Lee (CRD# 5160997) is an Investment Advisor Representative working at Advice And Planning Services in Newtown, PA and has over 15 years of experience in the finance industry.
Kristian Lehner (CRD# 2444856) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Newtown, PA and has over 26 years of experience in the finance industry.
Amy Leis-Hocking (CRD# 5011467) is an Investment Advisor Representative working at Main Street Financial Solutions, LLC in Newtown, PA and has over 10 years of experience in the finance industry. Amy Leis-Hocking 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.
Scott Levy (CRD# 6298550) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Newtown, PA and has over 10 years of experience in the finance industry.