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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
Brent Bernd (CRD# 2062636) is an Investment Advisor Representative working at Prudential Financial Planning Services in Souderton, PA and has over 33 years of experience in the finance industry.
Gary Brown (CRD# 3251175) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 24 years of experience in the finance industry.
Robin Clay (CRD# 4401573) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Souderton, PA and has over 22 years of experience in the finance industry.
Shaun Conahan (CRD# 4076821) is an Investment Advisor Representative working at Prudential Financial Planning Services in Souderton, PA and has over 24 years of experience in the finance industry.
L Faulkner (CRD# 5729635) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 14 years of experience in the finance industry.
Samuel Flaherty (CRD# 4387447) is an Investment Advisor Representative working at Lpl Financial LLC in Souderton, PA and has over 22 years of experience in the finance industry. Samuel Flaherty 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.
Joshua Gummo (CRD# 6413815) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Souderton, PA and has over 9 years of experience in the finance industry. Joshua Gummo 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.
Thomas Hellings (CRD# 2128581) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 32 years of experience in the finance industry.
James Jacobson (CRD# 2227261) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 31 years of experience in the finance industry. James Jacobson 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.
Curtis Johnston (CRD# 5292264) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 16 years of experience in the finance industry.