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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Douglassville, PA

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

The short answer

8 registered advisors work in Douglassville; the most are at Geneos Wealth Management, Inc. (3). 2 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Douglassville

FirmAdvisors in Douglassville
Geneos Wealth Management, Inc.3
LPL Financial LLC news2
Alight Financial Advisors, LLC1
J.P. Morgan Securities LLC news1
MML Investors Services, LLC1

Advisors in Douglassville, A to Z

CFP advisors in Douglassville →

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 Douglassville, PA?

8 investment adviser representatives are registered at firm offices in Douglassville, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Douglassville?

Geneos Wealth Management, Inc., with 3 registered advisors in Douglassville, followed by LPL Financial LLC with 2.

How do I check a financial advisor in Douglassville?

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.