Financial ADVSR advisor directory · SEC adviser records
Common Cents Planning financial advisors in Pennsylvania
Every SEC-registered investment adviser representative at a Common Cents Planning office in Pennsylvania, by city and A to Z.
The short answer
6 registered advisors work at Common Cents Planning in Pennsylvania, out of 6 nationwide; it's the firm's number 1 state by advisors, and the most are in Glen Mills (6). 5 list the CFP designation and 0 are also registered broker representatives.
Common Cents Planning advisors by city in Pennsylvania
Every firm in Pennsylvania →Common Cents Planning advisors in Pennsylvania, A to Z
Search by name →- Frederick J. DunbarGlen Mills · Chartered Financial Consultant
- Matthew S. EllisGlen Mills · Certified Financial Planner
- Kevin P. LakeGlen Mills · Certified Financial Planner
- William F. MullerGlen Mills · Certified Financial Planner
- Victoria R. ProvostGlen Mills · Certified Financial Planner
- Mildred Louise M. SantosGlen Mills · Certified Financial Planner
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Questions
How many Common Cents Planning financial advisors are in Pennsylvania?
6 investment adviser representatives are registered at Common Cents Planning offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 6 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Pennsylvania does Common Cents Planning have the most advisors?
Glen Mills, with 6. Common Cents Planning has advisors in 1 city in Pennsylvania.
How do I check a Common Cents Planning advisor in Pennsylvania?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Common Cents Planning office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.