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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
Richard Storms (CRD# 4106165) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Royersford, PA and has over 23 years of experience in the finance industry.
Mark Weller (CRD# 5643805) is an Investment Advisor Representative working at Eagle Strategies LLC in Royersford, PA and has over 14 years of experience in the finance industry. Mark Weller 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.
David Wood (CRD# 2165606) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Royersford, PA and has over 30 years of experience in the finance industry.
James Hoff (CRD# 6778894) is an Investment Advisor Representative working at Commonwealth Financial Network in Royersford, PA and has over 6 years of experience in the finance industry.
Dennis Kelser (CRD# 7595389) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Royersford, PA and has 1 year of experience in the finance industry.
Reece Maurer (CRD# 7452458) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Royersford, PA and has 1 year of experience in the finance industry.
Conor Staples (CRD# 7494436) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Royersford, PA and has 1 year of experience in the finance industry.
Inas Abas (CRD# 4330102) is an Investment Advisor Representative working at Hamilton-bates Investment Research, Inc. in Mertztown, PA and has 1 year of experience in the finance industry.