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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
Robert Angelo (CRD# 2565083) is an Investment Advisor Representative working at Lpl Financial LLC in North Wales, PA and has over 29 years of experience in the finance industry. Robert Angelo 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.
Patricia Angelozzi (CRD# 6130766) is an Investment Advisor Representative working at United Capital Financial Advisors in North Wales, PA and has over 9 years of experience in the finance industry.
Daphne Hu (CRD# 3092815) is an Investment Advisor Representative working at United Capital Financial Advisors in North Wales, PA and has over 12 years of experience in the finance industry. Daphne Hu 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.
Gregory Malcolm (CRD# 4491498) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in North Wales, PA and has over 16 years of experience in the finance industry.
Robert Milnes (CRD# 5360935) is an Investment Advisor Representative working at Advisory Services Network in North Wales, PA and has over 12 years of experience in the finance industry.
Paul Murray (CRD# 4310990) is an Investment Advisor Representative working at Ptm Wealth Management, LLC in North Wales, PA and has over 23 years of experience in the finance industry.
William Paulsworth (CRD# 4735318) is an Investment Advisor Representative working at S & P Wealth Planning LLC in North Wales, PA and has over 24 years of experience in the finance industry.
Frank Pizzichillo (CRD# 2743197) is an Investment Advisor Representative working at Lpl Financial LLC in North Wales, PA and has over 11 years of experience in the finance industry.
Duncan Reed (CRD# 6258771) is an Investment Advisor Representative working at Edward Jones in North Wales, PA and has over 10 years of experience in the finance industry.
John Richards (CRD# 2823311) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in North Wales, PA and has over 27 years of experience in the finance industry. John Richards 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.