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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
Michael Assad (CRD# 4651897) is an Investment Advisor Representative working at Vicus Capital, Inc. in Bethlehem, PA and has over 20 years of experience in the finance industry.
Raymond Attisano (CRD# 5869116) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Allentown, PA and has over 13 years of experience in the finance industry.
John Augenblick (CRD# 5238201) is an Investment Advisor Representative working at Rockwood Wealth Management, LLC in New Hope, PA and has over 17 years of experience in the finance industry. John Augenblick 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.
Karen Aversano (CRD# 5517356) is an Investment Advisor Representative working at Edward Jones in Lambertville, NJ and has over 11 years of experience in the finance industry.
David Bahnick (CRD# 1060885) is an Investment Advisor Representative working at Capital Planning Wealth Management in Center Valley, PA and has over 41 years of experience in the finance industry.
Stephen Bajan (CRD# 6327817) is an Investment Advisor Representative working at Edward Jones in Easton, PA and has over 9 years of experience in the finance industry.
James Baker (CRD# 1368612) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Emmaus, PA and has over 38 years of experience in the finance industry.
Peter Baldini (CRD# 2078217) is an Investment Advisor Representative working at Lpl Financial LLC in Hopewell, NJ and has over 30 years of experience in the finance industry.
Bruce Balkcom (CRD# 2158092) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bethlehem, PA and has over 32 years of experience in the finance industry.
Donald Ballai (CRD# 4420362) is an Investment Advisor Representative working at South Lane Wealth Management LLC in Ringoes, NJ and has over 22 years of experience in the finance industry.