Financial ADVSR advisor directory · SEC adviser records
Creative Planning financial advisors in Doylestown, PA
Every SEC-registered investment adviser representative at a Creative Planning office in Doylestown, A to Z.
The short answer
4 registered advisors work at Creative Planning in Doylestown, out of 1,038 at the firm nationwide; it ranks number 7 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Creative Planning advisors in Doylestown, A to Z
Every Creative Planning advisor →- Paula C. NangleCertified Financial Planner
- Elizabeth A. O'MalleyCertified Financial Planner
- Alexander S. PimentalCertified Financial Planner
- Donald R. ScholzCertified Financial Planner
Creative Planning advisors in every city and state →Creative Planning: assets, clients and custodians →Creative Planning news and advisor moves →Creative Planning payout grid vs. other firms →Advisor Moves: who changed firms this week →
Creative Planning advisors in other cities
Overland Park, KS 615Bloomington, MN 16McLean, VA 12Atlanta, GA 11Dallas, TX 11Chicago, IL 10Knoxville, TN 8San Diego, CA 8Addison, TX 6Brookfield, WI 6De Pere, WI 6Madison, WI 6Memphis, TN 6Alpharetta, GA 5Newport Beach, CA 5
Other firms in Doylestown
All Doylestown advisors →Wells Fargo Clearing Services, LLC 28LPL Financial LLC 24Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Wells Fargo Advisors Financial Network, LLC 18Commonwealth Financial Network 13Raymond James & Associates, Inc. 13Great Valley Advisor Group, LLC 7Pfs Investments Inc. 6Alden Investment Group 5Ameriprise Financial Services, LLC 5Clear Capital Management LP 4Kestra Advisory Services, LLC 4
Questions
How many financial advisors does Creative Planning have in Doylestown?
4 investment adviser representatives are registered at Creative Planning offices in Doylestown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 1,038 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Creative Planning one of the largest advisor employers in Doylestown?
Creative Planning ranks number 7 in Doylestown by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 28.
How do I check a Creative Planning advisor in Doylestown?
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 Creative Planning 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.