-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
David Gotwals (CRD# 3128231) is an Investment Advisor Representative working at Ivc Wealth Advisors LLC in Silverdale, PA and has over 24 years of experience in the finance industry.
Ronald Joyce (CRD# 3273971) is an Investment Advisor Representative working at Ivc Wealth Advisors LLC in Silverdale, PA and has over 24 years of experience in the finance industry.
Eric Landes (CRD# 4418250) is an Investment Advisor Representative working at Ivc Wealth Advisors LLC in Silverdale, PA and has over 11 years of experience in the finance industry.
Julie Macdade (CRD# 5842705) is an Investment Advisor Representative working at Ivc Wealth Advisors LLC in Silverdale, PA and has over 10 years of experience in the finance industry.
Paul McColgan (CRD# 2868491) is an Investment Advisor Representative working at Ivc Wealth Advisors LLC in Silverdale, PA and has over 26 years of experience in the finance industry. Paul McColgan 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.
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.
Mark Abbonizio (CRD# 6180296) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Radnor, PA and has over 10 years of experience in the finance industry.
Brandon Abe (CRD# 6436358) is an Investment Advisor Representative working at Planning Capital Management Corp. in Paoli, PA and has 1 year of experience in the finance industry. Brandon Abe 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.