Financial ADVSR advisor directory · SEC adviser records
Confluence Financial Partners financial advisors in Pennsylvania
Every SEC-registered investment adviser representative at a Confluence Financial Partners office in Pennsylvania, by city and A to Z.
The short answer
39 registered advisors work at Confluence Financial Partners in Pennsylvania, out of 40 nationwide; it's the firm's number 1 state by advisors, and the most are in McMurray (26). 19 list the CFP designation and 0 are also registered broker representatives.
Confluence Financial Partners advisors by city in Pennsylvania
Every firm in Pennsylvania →Confluence Financial Partners advisors in Pennsylvania, A to Z
Search by name →- Barbara L. BattinCochranton
- Stephanie G. BogdenMcMurray
- David O. CashdollarGrove City · Certified Financial Planner
- Brandon C. CorlettMcMurray
- Jackson A. ElizondoMcMurray · Certified Financial Planner
- George M. EpitropoulosPittsburgh · Certified Financial Planner
- Thomas J. FitzsimmonsGrove City
- Paul L. FreyMcMurray · Certified Financial Planner
- Nathan R. GarciaMcMurray · Certified Financial Planner
- David A. GraverMcMurray
- Randall J. HolcombeGrove City · Certified Financial Planner
- Steven R. HykesGrove City
- Jonathan H. JordanPittsburgh
- Sophia C. KannGrove City · Certified Financial Planner
- Kristian X. KaridisMcMurray
- Kurt E. KimmichMcMurray
- Matthew J. KimmichMcMurray · Certified Financial Planner
- Charles KoliasMcMurray
- Morgan C. LeeMcMurray · Certified Financial Planner
- Katherine M. MontagazziMcMurray · Certified Financial Planner
- Eric W. MontgomeryGrove City · Certified Financial Planner
- Brody MullPittsburgh
- Jared NicholsonMcMurray
- Melissa A. PiroskoMcMurray · Certified Financial Planner
- Nicklaus A. ProudMcMurray
- Brian W. RipleyMcMurray
- Dylen J. RobertsMcMurray
- Casey J. RobinsonPittsburgh · Certified Financial Planner
- Scott M. RogowiczMcMurray
- Neil P. RongausMcMurray · Certified Financial Planner
- Zachery S. SaundersMcMurray · Certified Financial Planner
- Jacob StotskySewickley
- Corey E. TaylorMcMurray · Certified Financial Planner, Chartered Financial Consultant
- Kathleen A. ThornhillPittsburgh
- Michael T. TouscanyMcMurray · Certified Financial Planner
- Gregory J. WeimerMcMurray
- Gregory J. Weimer IIMcMurray · Certified Financial Planner
- Richard J. WingertsahnMcMurray
- William R. Winkeler Jr.McMurray · Certified Financial Planner, Chartered Financial Analyst
Confluence Financial Partners advisors in every state →Confluence Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Confluence Financial Partners financial advisors are in Pennsylvania?
39 investment adviser representatives are registered at Confluence Financial Partners offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 40 at the firm nationwide. 19 list the CFP designation and 0 are also registered as broker representatives.
Where in Pennsylvania does Confluence Financial Partners have the most advisors?
McMurray, with 26, then Pittsburgh (7). Confluence Financial Partners has advisors in 5 cities in Pennsylvania.
How do I check a Confluence Financial Partners 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 Confluence Financial Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.