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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
Nicholas Bernardo (CRD# 5246863) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 16 years of experience in the finance industry. Nicholas Bernardo 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.
Rose Bernardo (CRD# 4886286) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 19 years of experience in the finance industry.
Anthony Bernardo Jr (CRD# 726157) is an Investment Advisor Representative working at Bernardo Wealth Planning, LLC in Harleysville, PA and has over 43 years of experience in the finance industry.
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.
Richard Bertuola (CRD# 4135942) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Mcadoo, PA and has over 24 years of experience in the finance industry.
Lida Bickford (CRD# 6633628) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Warrington, PA and has over 7 years of experience in the finance industry.
Brett Biggs (CRD# 4712114) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Bethlehem, PA and has over 20 years of experience in the finance industry.
David Bilger (CRD# 2944575) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Quakertown, PA and has over 26 years of experience in the finance industry.
Michael Billera-Smith (CRD# 6215270) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wyomissing, PA and has over 10 years of experience in the finance industry.
Jeffrey Bingham (CRD# 2329160) is an Investment Advisor Representative working at Park Avenue Securities LLC in Wyomissing, PA and has over 30 years of experience in the finance industry. Jeffrey Bingham 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.