Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Glen Mills, PA
Every SEC-registered investment adviser representative at a firm office in Glen Mills, with the firms that employ the most of them.
20 registered advisors work in Glen Mills; the most are at Common Cents Planning (6). 6 list the CFP designation and 10 are also registered broker representatives.
Firms with the most advisors in Glen Mills
Advisors in Glen Mills, A to Z
CFP advisors in Glen Mills →- Michael J. BertottiPNC Wealth Management LLC
- Jeffrey DitaliaEquitable Advisors, LLC
- Frederick J. DunbarCommon Cents Planning · Chartered Financial Consultant
- Matthew S. EllisCommon Cents Planning · Certified Financial Planner
- Joseph F. FeeneyState Farm Investment Management Corp. · Chartered Financial Consultant
- Thomas M. GaleCetera Investment Advisers LLC
- Francis G. Giamboy Jr.Citizens Securities, Inc.
- Amanda S. HarverWells Fargo Clearing Services, LLC
- Kevin P. LakeCommon Cents Planning · Certified Financial Planner
- Alf M. MarkussenLPL Enterprise, LLC
- William F. MullerCommon Cents Planning · Certified Financial Planner
- Marcel D. PfisterCompound Planning, Inc.
- John C. PrickettMarket Street Wealth Management
- Robert V. Protesto IVOsaic Wealth, Inc. · Certified Financial Planner
- Victoria R. ProvostCommon Cents Planning · Certified Financial Planner
- William J. RizzoQuantum Strategies Wealth Advisory
- Thomas M. RoycroftCetera Investment Advisers LLC
- Mildred Louise M. SantosCommon Cents Planning · Certified Financial Planner
- Alison E. SlezakCorecap Advisors
- Parker WineCorecap Advisors
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 Glen Mills, PA?
20 investment adviser representatives are registered at firm offices in Glen Mills, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Glen Mills?
Common Cents Planning, with 6 registered advisors in Glen Mills, followed by Cetera Investment Advisers LLC with 2.
How do I check a financial advisor in Glen Mills?
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.