Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Delmont, PA
Every SEC-registered investment adviser representative at a firm office in Delmont, with the firms that employ the most of them.
5 registered advisors work in Delmont; the most are at Macdougall Financial Counseling (3). 1 list the CFP designation and 1 are also registered broker representatives.
Firms with the most advisors in Delmont
| Firm | Advisors in Delmont |
|---|---|
| Macdougall Financial Counseling | 3 |
| Gradient Advisors, LLC | 1 |
| Osaic Institutions, Inc. news | 1 |
Advisors in Delmont, A to Z
CFP advisors in Delmont →- Joseph H. Lux IIGradient Advisors, LLC · Certified Financial Planner
- Allan Macdougall IIIMacdougall Financial Counseling
- Elizabeth L. MacdougallMacdougall Financial Counseling
- Kurtis J. SavageMacdougall Financial Counseling
- Justin R. SimmersOsaic Institutions, Inc.
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 Delmont, PA?
5 investment adviser representatives are registered at firm offices in Delmont, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 1 list the CFP designation.
Which firm has the most financial advisors in Delmont?
Macdougall Financial Counseling, with 3 registered advisors in Delmont, followed by Gradient Advisors, LLC with 1.
How do I check a financial advisor in Delmont?
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.