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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
Elizabeth Lubrano (CRD# 6022753) is an Investment Advisor Representative working at Equitable Advisors, LLC in Paoli, PA and has over 11 years of experience in the finance industry.
Paul McClatchy (CRD# 1958921) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has over 30 years of experience in the finance industry. Paul McClatchy 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.
Christopher Nawn (CRD# 1508514) is an Investment Advisor Representative working at Paoli Financial Advisors, Ltd. in Paoli, PA and has over 23 years of experience in the finance industry.
Rebecca Proetto (CRD# 6508052) is an Investment Advisor Representative working at Northeast Advisers, Inc. in Paoli, PA and has over 8 years of experience in the finance industry. Rebecca Proetto 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 Roche (CRD# 5226667) is an Investment Advisor Representative working at Freedom Mountain Investments in Paoli, PA and has over 17 years of experience in the finance industry.
Mary Stockton (CRD# 6568554) is an Investment Advisor Representative working at Paoli Financial Advisors, Ltd. in Paoli, PA and has 1 year of experience in the finance industry.
Daniel Swinehart (CRD# 2655199) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Paoli, PA and has over 24 years of experience in the finance industry. Daniel Swinehart 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.
Richard Switzer (CRD# 3275990) is an Investment Advisor Representative working at Paoli Financial Advisors, Ltd. in Paoli, PA and has over 24 years of experience in the finance industry.
James Wright (CRD# 2470758) is an Investment Advisor Representative and one of the founders of Harvest Financial Partners in Paoli, PA. Harvest Financial Partners is an intimate, highly experienced investment management and financial advisory firm. Harvest works with indivduals and small businesses.
Jim has over 28 years of experience in the industry.
In these uncertain times, it is important to have a financial partner you can trust. At Harvest our approach is different, we get to know you and we take on your financial goals as if they were our own – so you can sleep better at night. We craft...
Richard Yontz (CRD# 1346537) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Paoli, PA and has over 39 years of experience in the finance industry.