Financial ADVSR advisor directory · SEC adviser records
Valley National Advisers Inc. financial advisors in Bethlehem, PA
Every SEC-registered investment adviser representative at a Valley National Advisers Inc. office in Bethlehem, A to Z.
The short answer
12 registered advisors work at Valley National Advisers Inc. in Bethlehem, out of 13 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 11 are also registered broker representatives.
Valley National Advisers Inc. advisors in Bethlehem, A to Z
Every Valley National Advisers Inc. advisor →- Anthony A. DavisAlso a broker rep
- Joseph F. GoldfederCertified Financial Planner · Also a broker rep
- Sebastian W. HolbrookAlso a broker rep
- Ingrid HolderAlso a broker rep
- Ryan M. MulhearnAlso a broker rep
- Matthew E. PetrozelliAlso a broker rep
- Thomas M. RiddleAlso a broker rep
- Timothy G. RoofCertified Financial Planner · Also a broker rep
- Michael W. RoperInvestment adviser rep
- Lilian RosarioAlso a broker rep
- Michael E. WarchAlso a broker rep
- Donna M. YoungAlso a broker rep
Valley National Advisers Inc. advisors in every city and state →Valley National Advisers Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Valley National Advisers Inc. advisors in other cities
Other firms in Bethlehem
All Bethlehem advisors →Cornerstone Advisors Asset Management, LLC 24Equitable Advisors, LLC 12Janney Montgomery Scott LLC 7Mtm Financial Group, LLC 7Park Avenue Securities LLC 7Raymond James Financial Services Advisors, Inc. 7Captrust 6O'Hagan Group, Inc. 6Capital Analysts 5Cetera Investment Advisers LLC 5Commonwealth Financial Network 5Strategic Advisers LLC 5
Questions
How many financial advisors does Valley National Advisers Inc. have in Bethlehem?
12 investment adviser representatives are registered at Valley National Advisers Inc. offices in Bethlehem, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 2 list the CFP designation and 11 are also registered as broker representatives.
Is Valley National Advisers Inc. one of the largest advisor employers in Bethlehem?
Valley National Advisers Inc. ranks number 3 in Bethlehem by registered advisors; Cornerstone Advisors Asset Management, LLC has the most, with 24.
How do I check a Valley National Advisers Inc. advisor in Bethlehem?
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 Valley National Advisers Inc. 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.