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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
Christopher Whitcombe (CRD# 7089312) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wyomissing, PA and has over 5 years of experience in the finance industry.
Thomas Williams (CRD# 3126354) is an Investment Advisor Representative working at Savant Wealth Management in Wyomissing, PA and has over 25 years of experience in the finance industry. Thomas Williams 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.
Sharon Wisler (CRD# 5834299) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has over 13 years of experience in the finance industry.
Scott Worley (CRD# 4164081) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Wyomissing, PA and has over 23 years of experience in the finance industry. Scott Worley 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.
Zachary Azar (CRD# 7824659) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has 1 year of experience in the finance industry.
Lori Brennan (CRD# 1442081) is an Investment Advisor Representative working at Commonwealth Financial Network in Wyomissing, PA and has over 30 years of experience in the finance industry.
David Deleon (CRD# 7134311) is an Investment Advisor Representative working at Lpl Financial LLC in Wyomissing, PA and has over 4 years of experience in the finance industry.
Gregory Frank (CRD# 7228377) is an Investment Advisor Representative working at Commonwealth Financial Network in Wyomissing, PA and has over 3 years of experience in the finance industry. Gregory Frank 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.
James Geosits (CRD# 5719010) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wyomissing, PA and has over 4 years of experience in the finance industry.