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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
Matthew Brady (CRD# 6878183) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 3 years of experience in the finance industry.
Peter Conte (CRD# 1676132) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 4 years of experience in the finance industry.
Kenneth Cordella (CRD# 2112355) is an Investment Advisor Representative working at Advisory Services Network in Souderton, PA and has over 13 years of experience in the finance industry.
Matthew Dewitt (CRD# 7202226) is an Investment Advisor Representative working at Advisory Services Network in Souderton, PA and has over 4 years of experience in the finance industry.
Thomas Flynn (CRD# 6884958) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 6 years of experience in the finance industry. Thomas Flynn 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.
Bruce Freeston (CRD# 2325951) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 30 years of experience in the finance industry. Bruce Freeston 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.
Caeden Goering (CRD# 7809824) is an Investment Advisor Representative working at Mml Investors Services, LLC in Souderton, PA and has 1 year of experience in the finance industry.
Luisa Huertas (CRD# 6715297) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 6 years of experience in the finance industry.
Karen Latourette (CRD# 1014330) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 42 years of experience in the finance industry.
Nicholas Plawa (CRD# 7159297) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 4 years of experience in the finance industry.