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Financial ADVSR advisor directory · SEC adviser records

Liberty Asset Management financial advisors in Allentown, PA

Every SEC-registered investment adviser representative at a Liberty Asset Management office in Allentown, A to Z.

The short answer

5 registered advisors work at Liberty Asset Management in Allentown, out of 6 at the firm nationwide; it ranks number 22 in the city by advisors. 2 list the CFP designation and 5 are also registered broker representatives.

Liberty Asset Management advisors in Allentown, A to Z

Every Liberty Asset Management advisor →

Liberty Asset Management advisors in every city and state →Liberty Asset Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Liberty Asset Management advisors in other cities

Hellertown, PA 1

Other firms in Allentown

All Allentown advisors →

Wells Fargo Clearing Services, LLC 52Morgan Stanley 43Merrill Lynch, Pierce, Fenner & Smith Incorporated 30MML Investors Services, LLC 20Pfs Investments Inc. 20Ameriprise Financial Services, LLC 19Captrust 17Osaic Wealth, Inc. 15Raymond James & Associates, Inc. 12Truist Advisory Services, Inc. 11LPL Financial LLC 10Global Retirement Partners LLC 7

Questions

How many financial advisors does Liberty Asset Management have in Allentown?

5 investment adviser representatives are registered at Liberty Asset Management offices in Allentown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 2 list the CFP designation and 5 are also registered as broker representatives.

Is Liberty Asset Management one of the largest advisor employers in Allentown?

Liberty Asset Management ranks number 22 in Allentown by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 52.

How do I check a Liberty Asset Management advisor in Allentown?

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 Liberty Asset Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.