Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Bellefonte, PA
Every SEC-registered investment adviser representative at a firm office in Bellefonte, with the firms that employ the most of them.
8 registered advisors work in Bellefonte; the most are at Edward Jones (2). 2 list the CFP designation and 6 are also registered broker representatives.
Firms with the most advisors in Bellefonte
| Firm | Advisors in Bellefonte |
|---|---|
| Edward Jones news | 2 |
| Borden Portfolio Management | 1 |
| Janney Montgomery Scott LLC news | 1 |
| Northeast Planning Associates, Inc. | 1 |
| State Farm Investment Management Corp. | 1 |
| Valic Financial Advisors, Inc. | 1 |
| Vicus Capital, Inc. | 1 |
Advisors in Bellefonte, A to Z
CFP advisors in Bellefonte →- Curtis A. BordenBorden Portfolio Management
- Travis A. GuthrieEdward Jones
- Scott E. McKeeEdward Jones
- Kevin R. MunnellValic Financial Advisors, Inc. · Certified Financial Planner
- Carmine A. ScuttiJanney Montgomery Scott LLC
- George F. StoneState Farm Investment Management Corp. · Chartered Financial Consultant
- John J. SulickVicus Capital, Inc.
- Peter C. YergerNortheast Planning Associates, Inc. · Certified Financial Planner, Chartered Financial Consultant
Other cities in Pennsylvania
All of Pennsylvania →Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Wayne 408Allentown 378Lancaster 375Fort Washington 362Radnor 323Berwyn 297Sewickley 283Newtown Square 265West Chester 253Doylestown 243Yardley 234York 233Erie 224Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173
Questions
How many financial advisors are in Bellefonte, PA?
8 investment adviser representatives are registered at firm offices in Bellefonte, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Bellefonte?
Edward Jones, with 2 registered advisors in Bellefonte, followed by Borden Portfolio Management with 1.
How do I check a financial advisor in Bellefonte?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.