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Financial ADVSR advisor directory · SEC adviser records

One-Up Financial financial advisors in Pennsylvania

Every SEC-registered investment adviser representative at a One-Up Financial office in Pennsylvania, by city and A to Z.

The short answer

9 registered advisors work at One-Up Financial in Pennsylvania, out of 9 nationwide; it's the firm's number 1 state by advisors, and the most are in Erie (9). 1 list the CFP designation and 0 are also registered broker representatives.

One-Up Financial advisors by city in Pennsylvania

Every firm in Pennsylvania →

Erie 9

One-Up Financial advisors in Pennsylvania, A to Z

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One-Up Financial advisors in every state →One-Up Financial: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many One-Up Financial financial advisors are in Pennsylvania?

9 investment adviser representatives are registered at One-Up Financial offices in Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 9 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Pennsylvania does One-Up Financial have the most advisors?

Erie, with 9. One-Up Financial has advisors in 1 city in Pennsylvania.

How do I check a One-Up Financial 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 One-Up Financial office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.