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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 Attard (CRD# 5125188) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Marlton, NJ and has over 17 years of experience in the finance industry. Brian Attard 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.
Bernard Audet (CRD# 1317819) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 38 years of experience in the finance industry.
Kevin Auerbach (CRD# 2622423) is an Investment Advisor Representative working at Auerbach Investment Services, LLC in Narberth, PA and has over 28 years of experience in the finance industry.
Steven Auerfeld (CRD# 1061807) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Philadelphia, PA and has over 24 years of experience in the finance industry.
Thomas Austin (CRD# 5930423) is an Investment Advisor Representative working at Hirtle, Callaghan & Company, LLC in West Conshohocken, PA and has over 11 years of experience in the finance industry.
Joseph Auteri (CRD# 2390615) is an Investment Advisor Representative working at Eagle Strategies LLC in Villanova, PA and has over 29 years of experience in the finance industry.
Don Avgerinos (CRD# 4267162) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 23 years of experience in the finance industry.
Evan Avgerinos (CRD# 2496249) is an Investment Advisor Representative working at Ellis Investment Partners, LLC in Berwyn, PA and has over 29 years of experience in the finance industry.
David Backal (CRD# 2431183) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Cherry Hill, NJ and has over 27 years of experience in the finance industry.
Brian Badgley (CRD# 4421352) is an Investment Advisor Representative working at Pathstone in Newtown Square, PA and has over 18 years of experience in the finance industry.