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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
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.
Ryan Egolf (CRD# 7688177) is an Investment Advisor Representative working at Cwm, LLC in Phoenixville, PA and has 1 year of experience in the finance industry.
David Fazzini (CRD# 1862607) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Phoenixville, PA and has over 35 years of experience in the finance industry.
Zachary Halvonik (CRD# 7694079) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Phoenixville, PA and has 1 year of experience in the finance industry.
Mary McClennen-Glica (CRD# 6049372) is an Investment Advisor Representative working at Vermillion & White Wealth Management Group in Phoenixville, PA and has over 10 years of experience in the finance industry.
Kostandinos Misiriotis (CRD# 6842318) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Phoenixville, PA and has over 6 years of experience in the finance industry.
Sean Osborn (CRD# 6880449) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Phoenixville, PA and has over 6 years of experience in the finance industry.
Zakery Prosmushkin (CRD# 7569145) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Phoenixville, PA and has 1 year of experience in the finance industry.
Shawn Staska (CRD# 4389310) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Phoenixville, PA and has over 22 years of experience in the finance industry.