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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
James Conrad (CRD# 2479724) is an Investment Advisor Representative working at Commonwealth Financial Network in Wexford, PA and has over 29 years of experience in the finance industry. James Conrad 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.
August Consiglio is an independent financial advisor registered with NFP Advisor Services, LLC. He has been a Chartered Financial Consultant (ChFC) for over 25 years and has been selected as a 5 Star Wealth Manager in Western PA for 7 consecutive years.
Daniel Costa (CRD# 2482159) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Wexford, PA and has over 29 years of experience in the finance industry. Daniel Costa 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.
Caitlin Cully (CRD# 5203006) is an Investment Advisor Representative working at Aspire Wealth Architects in Wexford, PA and has over 16 years of experience in the finance industry.
Ian Cully (CRD# 6752923) is an Investment Advisor Representative working at Aspire Wealth Architects in Wexford, PA and has over 7 years of experience in the finance industry. Ian Cully 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.
John Cully (CRD# 862124) is an Investment Advisor Representative working at Aspire Wealth Architects in Wexford, PA and has over 37 years of experience in the finance industry.
Blake Curle (CRD# 6506608) is an Investment Advisor Representative working at Gibson Capital, LLC in Wexford, PA and has 1 year of experience in the finance industry. Blake Curle 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.
Adam Davidson (CRD# 2879768) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 25 years of experience in the finance industry. Adam Davidson 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.
Allison Deklewa (CRD# 4954533) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wexford, PA and has over 17 years of experience in the finance industry.
Todd Delligatti (CRD# 3089741) is an Investment Advisor Representative working at Expert Financial Services, LLC in Wexford, PA and has over 25 years of experience in the finance industry.