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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 Shaffer (CRD# 6284327) is an Investment Advisor Representative working at Terra Wealth in York, PA and has over 10 years of experience in the finance industry.
Benjamin Sheppard (CRD# 4753236) is an Investment Advisor Representative working at Primerica Advisors in York, PA and has over 20 years of experience in the finance industry.
Jessica Shiflet (CRD# 3213738) is an Investment Advisor Representative working at Lpl Financial LLC in York, PA and has over 24 years of experience in the finance industry.
Alexander Shorb (CRD# 4694824) is an Investment Advisor Representative working at Invariant Investment Management in York, PA and has over 20 years of experience in the finance industry.
Shannon Shupp (CRD# 2690524) is an Investment Advisor Representative working at Macro Advisors, Inc. in York, PA and has over 28 years of experience in the finance industry. Shannon Shupp 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.
Emily Sides (CRD# 6343873) is an Investment Advisor Representative working at Lpl Financial LLC in York, PA and has over 7 years of experience in the finance industry.
David Sivel (CRD# 2632323) is an Investment Advisor Representative working at Collective Family Office, LLC in York, PA and has over 22 years of experience in the finance industry. David Sivel 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.
Joshua Smeltzer (CRD# 4983874) is an Investment Advisor Representative working at Lpl Financial LLC in York, PA and has over 17 years of experience in the finance industry.
Christie Smith (CRD# 1042279) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in York, PA and has over 42 years of experience in the finance industry. Christie Smith 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.
Jared Smith (CRD# 4441622) is an Investment Advisor Representative working at Osaic Wealth, Inc. in York, PA and has over 22 years of experience in the finance industry.