Financial ADVSR advisor directory · SEC adviser records
Independent Financial Group, LLC financial advisors in Exton, PA
Every SEC-registered investment adviser representative at a Independent Financial Group, LLC office in Exton, A to Z.
The short answer
4 registered advisors work at Independent Financial Group, LLC in Exton, out of 439 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Independent Financial Group, LLC advisors in Exton, A to Z
Every Independent Financial Group, LLC advisor →- Peter N. BlokCertified Financial Planner · Also a broker rep
- Mark R. DiaddezioAlso a broker rep
- James M. FahyAlso a broker rep
- Joshua W. LevitusAlso a broker rep
Independent Financial Group, LLC advisors in every city and state →Independent Financial Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Independent Financial Group, LLC advisors in other cities
San Diego, CA 66San Juan Capistrano, CA 11Diamond Bar, CA 8Houston, TX 8Costa Mesa, CA 6Sacramento, CA 6Saint Louis, MO 6Carlsbad, CA 5Las Vegas, NV 5Scottsdale, AZ 5Dallas, TX 4Eagle, ID 4Fresno, CA 4Honolulu, HI 4Pasadena, CA 4
Other firms in Exton
All Exton advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Ameriprise Financial Services, LLC 16Strategic Advisers LLC 14MML Investors Services, LLC 13Osaic Wealth, Inc. 12Raymond James Financial Services Advisors, Inc. 9Td Private Client Wealth LLC 7LPL Financial LLC 5Wealthcare Advisory Partners LLC 5Wells Fargo Advisors Financial Network, LLC 5Commonwealth Financial Network 4Hornor, Townsend & Kent, LLC 4
Questions
How many financial advisors does Independent Financial Group, LLC have in Exton?
4 investment adviser representatives are registered at Independent Financial Group, LLC offices in Exton, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 439 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Independent Financial Group, LLC one of the largest advisor employers in Exton?
Independent Financial Group, LLC ranks number 13 in Exton by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 30.
How do I check a Independent Financial Group, LLC advisor in Exton?
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 Independent Financial Group, LLC 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.