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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
Ronald Bare (CRD# 2765864) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Atglen, PA and has over 27 years of experience in the finance industry. Ronald Bare 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.
Christopher Barnes (CRD# 4334057) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenville, DE and has over 23 years of experience in the finance industry.
Matthew Barr (CRD# 6520737) is an Investment Advisor Representative working at Wick Capital Partners, LLC in Wayne, PA and has over 8 years of experience in the finance industry.
John Barragan (CRD# 2941942) is an Investment Advisor Representative working at Realta Investment Advisors, Inc. in Wilmington, DE and has over 26 years of experience in the finance industry.
Charles Barrett (CRD# 2490925) is an Investment Advisor Representative working at Copeland Capital Management, LLC in Conshohocken, PA and has over 29 years of experience in the finance industry.
Mark Barrett (CRD# 2652007) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West Conshohocken, PA and has over 28 years of experience in the finance industry.
Renee Barrett (CRD# 5271238) is an Investment Advisor Representative working at D.a. Davidson & Company in Philadelphia, PA and has over 16 years of experience in the finance industry.
Kevin Barry (CRD# 6541022) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 8 years of experience in the finance industry. Kevin Barry 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.
Arthur Bartholomew (CRD# 725033) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Conshohocken, PA and has over 43 years of experience in the finance industry. Arthur Bartholomew 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.
Justin Bartolomucci (CRD# 5693859) is an Investment Advisor Representative working at Edward Jones in Collegeville, PA and has over 14 years of experience in the finance industry.