Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Carlisle, PA
Every SEC-registered investment adviser representative at a firm office in Carlisle, with the firms that employ the most of them.
34 registered advisors work in Carlisle; the most are at Edward Jones (6). 7 list the CFP designation and 30 are also registered broker representatives.
Firms with the most advisors in Carlisle
Advisors in Carlisle, A to Z
CFP advisors in Carlisle →- Stephanie L. BaityAlliance Financial · Certified Financial Planner
- Scott M. BechtoldAmeriprise Financial Services, LLC · Chartered Financial Consultant
- Austin T. BushLPL Financial LLC
- John W. CarbaughMorgan Stanley
- Collin C. CookCetera Investment Advisers LLC
- Michael A. CornfieldEdward Jones
- John M. DaleyThe Burney Company
- Shelley J. EichelbergerEdward Jones
- Wilbur GordonEdward Jones
- Lucas C. HockensmithCambridge Investment Research Advisors, Inc.
- Jacob HoffackerPNC Wealth Management LLC
- Sheila R. HunterEdward Jones
- Justin T. ImlerCetera Investment Advisers LLC
- Brian D. KumpEdward Jones
- Troy H. LandisCetera Investment Advisers LLC · Certified Financial Planner
- Gregory A. LundeState Farm Investment Management Corp.
- William A. LupiTruist Advisory Services, Inc.
- Paul MacnamaraRedwood Financial Planning, LLC
- David C. McAlisterOsaic Wealth, Inc.
- Cory J. MelchiorMorgan Stanley
- David K. MetzMorgan Stanley
- Richard M. Morris Jr.Ameriprise Financial Services, LLC
- Matthew OdomStrategic Advisers LLC
- Jacqueline L. PowellAlliance Financial · Certified Financial Planner
- Christopher A. RaupCambridge Investment Research Advisors, Inc.
- Scott A. RuckiCwm, LLC · Certified Financial Planner
- Mike RussLPL Financial LLC
- Matt D. RynardWells Fargo Clearing Services, LLC · Certified Financial Planner
- Michael E. ShopeState Farm Investment Management Corp.
- Darwin Smith Jr.Edward Jones · Certified Financial Planner, Chartered Financial Consultant
- Mark E. StrubeWells Fargo Clearing Services, LLC
- John T. WainLPL Financial LLC
- Christopher S. WeberOsaic Wealth, Inc.
- Scot F. WhiskeymanProviders & Families Wealth Management · Certified Financial Planner
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 Carlisle, PA?
34 investment adviser representatives are registered at firm offices in Carlisle, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 30 of them are also registered as broker representatives, and 7 list the CFP designation.
Which firm has the most financial advisors in Carlisle?
Edward Jones, with 6 registered advisors in Carlisle, followed by Cetera Investment Advisers LLC with 3.
How do I check a financial advisor in Carlisle?
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.