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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
Megan Wall (CRD# 6210546) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Newville, PA and has over 4 years of experience in the finance industry.
I provide comprehensive investment and wealth management services to individuals and families. My primary function is managing investment portfolios, but I also provide a wide range of financial planning and wealth management services.
Red Wave Investments manages accounts by investing in individual stocks and bonds using a value investment philosophy. Value investing involves fundamental financial and qualitative analysis of companies and I seek to buy securities when they are available at a price that I believe provides for an attractive return.
I work with every client to put together a plan...
James Degaetano (CRD# 4568113) is an Investment Advisor Representative working at Diamond Wealth Advisors in Carlisle, PA and has over 15 years of experience in the finance industry. James Degaetano 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.
David Erickson (CRD# 2246751) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Chambersburg, PA and has over 25 years of experience in the finance industry. David Erickson 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.
Vaughn Erickson (CRD# 868496) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Chambersburg, PA and has over 29 years of experience in the finance industry.
Dominic Fanelli (CRD# 1179649) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mechanicsburg, PA and has over 34 years of experience in the finance industry.
Tony Feliciano (CRD# 1725109) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mechanicsburg, PA and has over 29 years of experience in the finance industry.
Michael Fox (CRD# 4813655) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mechanicsburg, PA and has over 13 years of experience in the finance industry. Michael Fox 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.
Brent George (CRD# 2728960) is an Investment Advisor Representative working at Mml Investors Services, LLC in Mechanicsburg, PA and has over 21 years of experience in the finance industry. Brent George 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.
Edward Gormley (CRD# 2035707) is an Investment Advisor Representative working at Ssn Advisory, Inc. in Mechanicsburg, PA and has over 28 years of experience in the finance industry. Edward Gormley 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.