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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
Derrick Arnold (CRD# 6672168) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Phoenixville, PA and has over 7 years of experience in the finance industry.
Robert Arnold (CRD# 2259893) is an Investment Advisor Representative working at Arnold Investment Group in Phoenixville, PA and has over 17 years of experience in the finance industry.
Alfred Barbato (CRD# 1882826) is an Investment Advisor Representative working at Lpl Financial LLC in Phoenixville, PA and has over 35 years of experience in the finance industry.
Christi Bender (CRD# 5235366) is an Investment Advisor Representative working at Vermillion & White Wealth Management Group in Phoenixville, PA and has 1 year of experience in the finance industry.
Jean Pierre Bouvel (CRD# 1016538) is an Investment Advisor Representative working at Bouvel Investment Partners, LLC in Phoenixville, PA and has over 42 years of experience in the finance industry.
Stephane Bouvel (CRD# 4739811) is an Investment Advisor Representative working at Bouvel Investment Partners, LLC in Phoenixville, PA and has over 20 years of experience in the finance industry.
James Boyd (CRD# 4496556) is an Investment Advisor Representative working at Mml Investors Services, LLC in Phoenixville, PA and has over 21 years of experience in the finance industry. James Boyd 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.
James Boylan (CRD# 4481414) is an Investment Advisor Representative working at Buckingham Strategic Partners, LLC in Phoenixville, PA and has over 16 years of experience in the finance industry.
Todd Brady (CRD# 4570692) is an Investment Advisor Representative working at Nuveen Asset Management, LLC in Phoenixville, PA and has over 21 years of experience in the finance industry.
Julia Brufke Wenger (CRD# 3100187) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Phoenixville, PA and has over 25 years of experience in the finance industry. Julia Brufke Wenger 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.