Confluence Financial Partners
Confluence Financial Partners (CRD# 311980) is a financial advisory firm headquartered in Mcmurray, PA. They manage $2,508,586,762 in 6,192 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management2,509MILLION
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Total Number of Accounts6,192ACCOUNTS
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Average Account Value$405,134
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CT, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI, WV
Brandon Corlett (CRD# 5987965) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 10 years of experience in the finance industry.
Loren Fiffik (CRD# 4192103) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 22 years of experience in the finance industry. Loren Fiffik 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.
Nathan Garcia (CRD# 4371490) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 21 years of experience in the finance industry. Nathan Garcia 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.
Randall Holcombe (CRD# 6368503) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 8 years of experience in the finance industry. Randall Holcombe 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.
Jonathan Jordan (CRD# 6240309) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 8 years of experience in the finance industry.
Richard Junker (CRD# 1645218) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 35 years of experience in the finance industry.
Kurt Kimmich (CRD# 2278503) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 30 years of experience in the finance industry.
Charles Kolias (CRD# 2236103) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 30 years of experience in the finance industry.
Brian Ripley (CRD# 4270614) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 21 years of experience in the finance industry.
Scott Rogowicz (CRD# 5404283) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 14 years of experience in the finance industry.