Years of Experience
5-20+ Years
WEST LAWN, PA
26 Years Experience
9 Disclosures
ADVISOR BIO
Barry King is a financial advisor who has been in the industry since October 1998. Barry is currently registered with Transamerica Financial Advisors, Inc. in Pennsylvania and holds the Series 6, Series 63, and Series 26 licenses. Barry previously worked with World Group Securities, Inc., in New York from April 2002 to January 2012 and WMA Securities, Inc. in Georgia from October 1998 to April 2002. Barry's professional expertise includes insurance sales, financial planning, and portfolio management.
SPECIALIZATIONS
WEST LAWN, PA
23 Years Experience
0 Disclosures
ADVISOR BIO
Darren James March is a financial advisor who has been in the industry since October 10, 2001. Currently, Darren March is registered with Raymond James Financial Services Advisors, Inc. and has been registered with them since January 7, 2010. Prior to joining Raymond James, Darren March was employed by LPL FINANCIAL CORPORATION, KNBT SECURITIES, INC., UVEST FINANCIAL SERVICES GROUP, INC., HACKETT ASSOCIATES, INC. and T.H.E. FINANCIAL GROUP, LTD. Darren March has a total of 26 state registrations including Pennsylvania, California, Arizona, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas, Virginia, Washington, and Wisconsin. Darren March is also registered with the Securities and Exchange Commission as an Investment Advisor Representative in Pennsylvania. Darren March has obtained the following licenses: Series 6, Series 7, Series 9, Series 10, Series 63 and Series 66. Darren March also holds the Certified Financial Planner designation.
SPECIALIZATIONS
WEST LAWN, PA
37 Years Experience
1 Disclosures
ADVISOR BIO
Joseph Gimont is an Investment Advisor Representative with Transamerica Financial Advisors, Inc. located in WEST LAWN, PA. Joseph has been in the industry since September 2, 1987, working in previous roles at World Group Securities, Inc., WMA Securities, Inc. and PFS Investments Inc. Joseph holds the Series 6, Series 63, Series 26 and SIE licenses. Joseph is registered in the state of Pennsylvania, New Jersey, North Carolina and South Carolina.
SPECIALIZATIONS
WEST LAWN, PA
19 Years Experience
0 Disclosures
ADVISOR BIO
Kevin Rest is a registered investment advisor representative with Transamerica Financial Advisors, Inc. Kevin has been in the financial services industry for over 17 years. Kevin holds licenses for both securities and investment advisory services in Pennsylvania. Prior to joining Transamerica Financial Advisors, Inc., Kevin worked for WORLD GROUP SECURITIES, INC. Kevin also works as a part-time independent contractor for QUICK COURIER SERVICE. Kevin offers investment advisory services to individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth.
SPECIALIZATIONS
WEST LAWN, PA
21 Years Experience
0 Disclosures
ADVISOR BIO
Linda Morgan is a financial advisor with over 20 years of experience in the industry. Linda is registered with Transamerica Financial Advisors, Inc. and has a Series 6, Series 63, and SIE licenses. She specializes in providing financial advice to individuals, corporations, and small businesses. Linda's experience and expertise are valuable to clients seeking advice for retirement planning, investments, college savings, and more.
SPECIALIZATIONS
WEST LAWN, PA
36 Years Experience
0 Disclosures
ADVISOR BIO
Malo Kevin lee Carpenter is a registered investment advisor representative with Transamerica Financial Advisors, Inc. Malo Carpenter has been in the financial services industry since June 24, 1989 and has experience with World Group Securities, Inc., WMA Securities, Inc., American Classic Securities, Inc., and First American National Securities, Inc.. Malo Carpenter is licensed to provide financial advice in Maryland and Pennsylvania. Malo Carpenter holds the Series 6, Series 26, Series 63, and Series 65 licenses and is also registered with FINRA. Malo Carpenter can assist with a range of financial services including portfolio management for individuals and selection of other advisors. Malo Carpenter also works with other Transamerica Financial Advisors, Inc. companies in the sale of insurance products.
SPECIALIZATIONS
WEST LAWN, PA
21 Years Experience
0 Disclosures
ADVISOR BIO
Robert John Stoudt is an Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. Robert John Stoudt has been in the industry since February 28, 2004, and is currently registered with the state of Pennsylvania. Prior to joining Raymond James, Robert John Stoudt has worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Robert John Stoudt is also registered with the following states: California, Colorado, Delaware, Florida, Georgia, Indiana, Maine, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia and Washington. Robert John Stoudt has passed the following exams: Uniform Combined State Law Examination, General Securities Sales Supervisor - General Module Examination, General Securities Sales Supervisor - Options Module Examination, Securities Industry Essentials Examination and General Securities Representative Examination. Robert John Stoudt holds the Certified Financial Planner designation. Robert John Stoudt is a specialist in providing financial advice to clients in the areas of Retirement Planning, College Savings Planning, Estate Planning, Insurance and Annuities.
SPECIALIZATIONS
WEST LAWN, PA
19 Years Experience
1 Disclosures
ADVISOR BIO
Thomas Lutz has been an active advisor in the financial industry since November 2005. Thomas is currently registered with Raymond James Financial Services Advisors, Inc., and works out of their West Lawn, PA branch. He is registered as a registered representative (RR) and an investment advisor representative (IAR) in Pennsylvania. Prior to joining Raymond James, Thomas was affiliated with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. in Pennsylvania. He has a wide range of licenses and qualifications, including Series 7, Series 63, Series 65, Series 9 and Series 10. Thomas is an experienced professional with a strong track record in the industry.
SPECIALIZATIONS