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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
Bradley Kleinfelter (CRD# 4966737) is an Investment Advisor Representative working at Black Oak Wealth Management, LLC in Phoenixville, PA and has over 18 years of experience in the finance industry.
Paul Masalski (CRD# 1466405) is an Investment Advisor Representative working at Vicus Capital, Inc. in Phoenixville, PA and has over 37 years of experience in the finance industry.
Patricia McHugh (CRD# 2879543) is an Investment Advisor Representative working at Barnstone Advisors LLC in Phoenixville, PA and has over 21 years of experience in the finance industry. Patricia McHugh 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.
Thomas McKeon (CRD# 2261840) is an Investment Advisor Representative working at Clothier Springs Capital Management, LLC in , and has over 35 years of experience in the finance industry. He is founder, principal and Chief Investment Officer of the company.
Cynthia Mercuri (CRD# 2591021) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Phoenixville, PA and has over 28 years of experience in the finance industry. Cynthia Mercuri 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.
Michael Polin (CRD# 4612666) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Phoenixville, PA and has over 21 years of experience in the finance industry.
James Tait (CRD# 1433854) is an Investment Advisor Representative working at Cuso Financial Services in Phoenixville, PA and has over 38 years of experience in the finance industry.
Ryan Vermillion (CRD# 5002581) is an Investment Advisor Representative working at Vermillion & White Wealth Management Group in Phoenixville, PA and has over 18 years of experience in the finance industry.
Darrin Wallace (CRD# 2597020) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Phoenixville, PA and has over 28 years of experience in the finance industry.
Brian White (CRD# 4555735) is an Investment Advisor Representative working at Vermillion & White Wealth Management Group in Phoenixville, PA and has over 21 years of experience in the finance industry. Brian White 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.