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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
Thayer Potter (CRD# 1439107) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Selingsgrove, PA and has over 32 years of experience in the finance industry. Thayer Potter 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.
James Richmond (CRD# 2500490) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Hummels Wharf, PA and has over 29 years of experience in the finance industry.
Elmer Robinson (CRD# 401584) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Bloomsburg, PA and has over 35 years of experience in the finance industry.
John Robinson (CRD# 1305533) is an Investment Advisor Representative working at Lpl Financial LLC in Hegins, PA and has over 38 years of experience in the finance industry.
David Saul (CRD# 4874751) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Bloomsburg, PA and has over 19 years of experience in the finance industry.
Kim Schooley (CRD# 4603979) is an Investment Advisor Representative working at Vicus Capital, Inc. in Danville, PA and has over 20 years of experience in the finance industry.
David Shrom (CRD# 736947) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lewisburg, PA and has over 44 years of experience in the finance industry.
Joseph Springer (CRD# 4963084) is an Investment Advisor Representative working at Avantax Advisory Services in Elysburg, PA and has over 18 years of experience in the finance industry.
Brooks Stahlnecker (CRD# 2836670) is an Investment Advisor Representative working at Alphastar Capital Management in Milton, PA and has over 27 years of experience in the finance industry.
Peter Stockett (CRD# 4390230) is an Investment Advisor Representative working at Brokers Financial in Selinsgrove, PA and has over 22 years of experience in the finance industry. Peter Stockett 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.