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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
Robert Elwell (CRD# 6928290) is an Investment Advisor Representative working at Cuso Financial Services in Limerick, PA and has over 6 years of experience in the finance industry.
Jennifer Engelstad (CRD# 5365003) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Royersford, PA and has over 16 years of experience in the finance industry.
Christopher Englebert (CRD# 1220085) is an Investment Advisor Representative working at Englebert Financial Advisers, LLC in Allentown, PA and has over 40 years of experience in the finance industry.
Jon Ernst (CRD# 4599141) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Emmaus, PA and has over 20 years of experience in the finance industry.
Randy Eshleman (CRD# 4040314) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Wernersville, PA and has over 23 years of experience in the finance industry.
Mary Evans (CRD# 4906908) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Emmaus, PA and has over 19 years of experience in the finance industry. Mary Evans 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.
Paul Fair (CRD# 2030283) is the Founder and Chief Investment Officer of Paul Fair Associates, LLC in Birdsboro, PA and has over 25 years of experience in retirement planning and financial investment advice.
Amanda Faith (CRD# 5676765) is an Investment Advisor Representative working at Savant Wealth Management in Wyomissing, PA and has over 9 years of experience in the finance industry.
Charles Falco (CRD# 1388119) is an Investment Advisor Representative working at Limerick Financial Group, LLC in Limerick, PA and has over 37 years of experience in the finance industry.
Louis Falvo (CRD# 2107939) is an Investment Advisor Representative working at Good Life Advisors, LLC in Reading, PA and has over 33 years of experience in the finance industry.