Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in Fort Washington, PA
Every SEC-registered investment adviser representative at a Capital Analysts office in Fort Washington, A to Z.
10 registered advisors work at Capital Analysts in Fort Washington, out of 585 at the firm nationwide; it ranks number 3 in the city by advisors. 4 list the CFP designation and 10 are also registered broker representatives.
Capital Analysts advisors in Fort Washington, A to Z
Every Capital Analysts advisor →- Mark AyersCertified Financial Planner · Also a broker rep
- Gregory C. BenderAlso a broker rep
- Zachary J. CarrAlso a broker rep
- Edward S. Forst Jr.Certified Financial Planner · Also a broker rep
- Nellie A. ForstAlso a broker rep
- Tamara L. IndianerCertified Financial Planner · Also a broker rep
- Bryan T. KeeAlso a broker rep
- Shashi MehrotraChartered Financial Analyst · Also a broker rep
- Todd J. WartmanAlso a broker rep
- Kyle P. WebsterCertified Financial Planner · Also a broker rep
Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capital Analysts advisors in other cities
Marlton, NJ 30Braintree, MA 25Lombard, IL 18Getzville, NY 17Tallahassee, FL 16Jenkintown, PA 15Rochester, NY 11Horsham, PA 9Lutz, FL 9Cleveland, OH 8Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8Worcester, MA 8
Other firms in Fort Washington
All Fort Washington advisors →Lincoln Investment 312Thrive Capital Management, LLC 13Equita Financial Network, Inc. 8Ameriprise Financial Services, LLC 5Raymond James Financial Services Advisors, Inc. 4Bancroft Capital, LLC 3
Questions
How many financial advisors does Capital Analysts have in Fort Washington?
10 investment adviser representatives are registered at Capital Analysts offices in Fort Washington, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 4 list the CFP designation and 10 are also registered as broker representatives.
Is Capital Analysts one of the largest advisor employers in Fort Washington?
Capital Analysts ranks number 3 in Fort Washington by registered advisors; Lincoln Investment has the most, with 312.
How do I check a Capital Analysts advisor in Fort Washington?
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 Capital Analysts 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.