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Morton Brown Family Wealth LLC financial advisors in Allentown, PA
Every SEC-registered investment adviser representative at a Morton Brown Family Wealth LLC office in Allentown, A to Z.
The short answer
7 registered advisors work at Morton Brown Family Wealth LLC in Allentown, out of 7 at the firm nationwide; it ranks number 14 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Morton Brown Family Wealth LLC advisors in Allentown, A to Z
Every Morton Brown Family Wealth LLC advisor →- Kathryn M. BrownCertified Financial Planner, Chartered Financial Consultant
- Cody R. DemmelCertified Financial Planner
- Alison EhretInvestment adviser rep
- Christian R. GuldinInvestment adviser rep
- Jonathan D. KerstetterCertified Financial Planner
- Dennis C. Morton Jr.Certified Financial Planner, Chartered Financial Consultant
- Julia NaccaratoInvestment adviser rep
Morton Brown Family Wealth LLC advisors in every city and state →Morton Brown Family Wealth LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
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 Morton Brown Family Wealth LLC have in Allentown?
7 investment adviser representatives are registered at Morton Brown Family Wealth LLC offices in Allentown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Morton Brown Family Wealth LLC one of the largest advisor employers in Allentown?
Morton Brown Family Wealth LLC ranks number 14 in Allentown by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 52.
How do I check a Morton Brown Family Wealth LLC 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 Morton Brown Family Wealth LLC 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.