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Distance Only Yardley, PA
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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
Kyle Clark (CRD# 6371735) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Yardley, PA and has over 9 years of experience in the finance industry.
Robert Connell (CRD# 804920) is an Investment Advisor Representative working at Apex Financial Advisors, Inc. in Yardley, PA and has over 41 years of experience in the finance industry.
Andrew Connolly (CRD# 6299233) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yardley, PA and has over 9 years of experience in the finance industry. Andrew Connolly 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.
Bryan Connolly (CRD# 1621121) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yardley, PA and has over 37 years of experience in the finance industry. Bryan Connolly 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.
Donald Cornagie (CRD# 2490796) is an Investment Advisor Representative working at Wells Fargo Advisors in Yardley, PA and has over 28 years of experience in the finance industry.
Matthew Cruz (CRD# 6131036) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yardley, PA and has over 11 years of experience in the finance industry.
Lisa D'amelio (CRD# 2957505) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 26 years of experience in the finance industry.
Gabrielle Deen (CRD# 2893123) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 26 years of experience in the finance industry.
Scott Demouth (CRD# 1470440) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 36 years of experience in the finance industry.
Craig Denham (CRD# 3246790) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Yardley, PA and has over 13 years of experience in the finance industry.