Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Ephrata, PA
Every SEC-registered investment adviser representative at a firm office in Ephrata, with the firms that employ the most of them.
22 registered advisors work in Ephrata; the most are at LPL Financial LLC (8). 5 list the CFP designation and 20 are also registered broker representatives.
Firms with the most advisors in Ephrata
| Firm | Advisors in Ephrata |
|---|---|
| LPL Financial LLC news | 8 |
| Raymond James Financial Services Advisors, Inc. news | 4 |
| Cetera Investment Advisers LLC news | 3 |
| LPL Enterprise, LLC news | 3 |
| Hearthstone Financial Group | 2 |
| Edward Jones news | 1 |
| Martin, Javan Von | 1 |
Advisors in Ephrata, A to Z
CFP advisors in Ephrata →- Sheldon M. BrubakerLPL Enterprise, LLC
- Ryan DanielsHearthstone Financial Group
- Sarah A. DarlingLPL Financial LLC
- Donald L. Doolittle Jr.LPL Financial LLC
- Kathryn FochtHearthstone Financial Group
- Christina M. GastonLPL Financial LLC · Certified Financial Planner
- Nicholas D. GoodLPL Financial LLC
- Joseph J. HoweLPL Financial LLC · Certified Financial Planner
- Shane M. LandisCetera Investment Advisers LLC · Certified Financial Planner
- Amy J. MartinRaymond James Financial Services Advisors, Inc.
- Anthony J. MartinLPL Enterprise, LLC
- Javan V. MartinMartin, Javan Von · Certified Financial Planner
- Marlin G. MusserLPL Financial LLC
- Stephen J. MusserCetera Investment Advisers LLC
- Harry R. NeidermyerLPL Financial LLC
- Emerson L. PaulCetera Investment Advisers LLC · Certified Financial Planner
- Missy PhelanEdward Jones
- Gary J. SnavelyLPL Enterprise, LLC
- Paul K. Stetter Jr.Raymond James Financial Services Advisors, Inc.
- Tyler A. TrettinLPL Financial LLC
- Jessica M. VociRaymond James Financial Services Advisors, Inc.
- Tracy L. WalterRaymond James Financial Services Advisors, 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 Ephrata, PA?
22 investment adviser representatives are registered at firm offices in Ephrata, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 20 of them are also registered as broker representatives, and 5 list the CFP designation.
Which firm has the most financial advisors in Ephrata?
LPL Financial LLC, with 8 registered advisors in Ephrata, followed by Raymond James Financial Services Advisors, Inc. with 4.
How do I check a financial advisor in Ephrata?
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.