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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
Pamela Tracey (CRD# 4268520) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Linwood, NJ and has over 13 years of experience in the finance industry.
Bradley Travis (CRD# 5086977) is an Investment Advisor Representative working at Lpl Financial LLC in Lewes, DE and has over 17 years of experience in the finance industry. Bradley Travis 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.
Lawrence Van Ollefen (CRD# 2649185) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Linwood, NJ and has over 28 years of experience in the finance industry.
Christopher Vonlindenberg (CRD# 4413069) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lewes, DE and has over 22 years of experience in the finance industry. Christopher Vonlindenberg 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.
Daniel Walsh (CRD# 2329403) is an Investment Advisor Representative working at Lpl Financial LLC in Margate City, NJ and has over 30 years of experience in the finance industry.
Karen Wearden (CRD# 6351293) is an Investment Advisor Representative working at Edward Jones in Lewes, DE and has over 8 years of experience in the finance industry.
Amy Weinberger (CRD# 5239106) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cape May, NJ and has over 16 years of experience in the finance industry.
Marylou Wellbrockreeves (CRD# 1197015) is an Investment Advisor Representative working at Glen Eagle Advisors, LLC in Lewes, DE and has 1 year of experience in the finance industry. Marylou Wellbrockreeves 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.
James Whalen (CRD# 5876202) is an Investment Advisor Representative working at Blue Rock Financial Group in Rehoboth Beach, DE and has over 11 years of experience in the finance industry. James Whalen 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.
Nathan Kibler (CRD# 6683892) is an Investment Advisor Representative working at Bdfs Capital LLC in Rehoboth Beach, DE and has over 7 years of experience in the finance industry.