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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
Mary Heltzel (CRD# 2573053) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in York, PA and has over 29 years of experience in the finance industry.
Kristin Hershey (CRD# 5008261) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in York, PA and has over 18 years of experience in the finance industry. Kristin Hershey 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.
Simon Hilliard (CRD# 5639956) is an Investment Advisor Representative working at Wellington Adams Investment Advisory, LLC in York, PA and has over 15 years of experience in the finance industry.
Brock Hively (CRD# 3081393) is an Investment Advisor Representative working at Lpl Financial LLC in York, PA and has over 25 years of experience in the finance industry. Brock Hively 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.
William Holly (CRD# 1318451) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in York, PA and has over 39 years of experience in the finance industry.
Holly Holmes (CRD# 4956913) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in York, PA and has over 17 years of experience in the finance industry.
Mark Hoover (CRD# 2223156) is an Investment Advisor Representative working at Lpl Financial LLC in York, PA and has over 32 years of experience in the finance industry.
Steven Horning (CRD# 4811560) is an Investment Advisor Representative working at State Farm Investment Management Corp. in York, PA and has over 19 years of experience in the finance industry.
Ruth Houseman (CRD# 1064260) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in York, PA and has over 41 years of experience in the finance industry.
Susan Hoyt (CRD# 2804929) is an Investment Advisor Representative working at Lpl Financial LLC in York, PA and has over 27 years of experience in the finance industry.