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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
Frank Betsch (CRD# 708159) is an Investment Advisor Representative working at Valley Financial Group in Flourtown, PA and has over 43 years of experience in the finance industry.
Brendan Dooley (CRD# 6068263) is an Investment Advisor Representative working at Meaningful Wealth Management LLC in Flourtown, PA and has over 11 years of experience in the finance industry. Brendan Dooley 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.
Morris Licciardello (CRD# 4122864) is an Investment Advisor Representative working at Valley Financial Group in Flourtown, PA and has over 24 years of experience in the finance industry. Morris Licciardello 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.
Scott McCrea (CRD# 6999804) is an Investment Advisor Representative working at Edward Jones in Flourtown, PA and has over 5 years of experience in the finance industry.
Kevin McGarry (CRD# 4371076) is an Investment Advisor Representative working at Valley Financial Group in Flourtown, PA and has over 22 years of experience in the finance industry.
Edward Woehlcke (CRD# 4192226) is an Investment Advisor Representative working at Valley Financial Group in Flourtown, PA and has over 23 years of experience in the finance industry. Edward Woehlcke 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.
Maya Brown (CRD# 6595050) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Flourtown, PA and has over 8 years of experience in the finance industry.
James Donnelly (CRD# 7306185) is an Investment Advisor Representative working at Valley Financial Group in Flourtown, PA and has over 3 years of experience in the finance industry.
Michael Lawlor (CRD# 1222983) is an Investment Advisor Representative working at Prudential Financial Planning Services in Flourtown, PA and has over 12 years of experience in the finance industry.
Frank Pizzichillo (CRD# 7614916) is an Investment Advisor Representative working at Valley Financial Group in Flourtown, PA and has 1 year of experience in the finance industry.