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- 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
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1
Ron Frazier (CRD# 4369966) is an Investment Advisor Representative working at Frazier Wealth Management in Tannersville, PA and has over 15 years of experience in the finance industry. Ron Frazier 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Robert Hackenberg (CRD# 1064715) is an Investment Advisor Representative working at Northeast Financial Group, Inc. in Tannersville, PA and has over 40 years of experience in the finance industry.
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Advisor Experience
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Largest Financial Advisor Firms by Assets in Tannersville, PA
Firm
Total Assets Under Management
$4,408,945
$1,068,000
Largest Firms by Number of Advisors in Tannersville, PA