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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Clarks Summit, PA

Every SEC-registered investment adviser representative at a firm office in Clarks Summit, with the firms that employ the most of them.

The short answer

19 registered advisors work in Clarks Summit; the most are at LPL Financial LLC (8). 2 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Clarks Summit

FirmAdvisors in Clarks Summit
LPL Financial LLC news8
Raymond James Financial Services Advisors, Inc. news3
Ameriprise Financial Services, LLC news2
Edward Jones news1
Leigh Baldwin & Co., LLC1
Osaic Wealth, Inc. news1
PNC Wealth Management LLC1
State Farm Investment Management Corp.1
Stone House Investment Management, LLC1

Advisors in Clarks Summit, A to Z

CFP advisors in Clarks Summit →

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 Clarks Summit, PA?

19 investment adviser representatives are registered at firm offices in Clarks Summit, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Clarks Summit?

LPL Financial LLC, with 8 registered advisors in Clarks Summit, followed by Raymond James Financial Services Advisors, Inc. with 3.

How do I check a financial advisor in Clarks Summit?

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.