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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Greencastle, PA

Every SEC-registered investment adviser representative at a firm office in Greencastle, with the firms that employ the most of them.

The short answer

11 registered advisors work in Greencastle; the most are at Truist Advisory Services, Inc. (3). 1 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Greencastle

FirmAdvisors in Greencastle
Truist Advisory Services, Inc. news3
Edward Jones news2
Cumberland Valley Financial Services Inc.1
LPL Financial LLC news1
MML Investors Services, LLC1
Madison Avenue Securities, LLC1
Osaic Wealth, Inc. news1
State Farm Investment Management Corp.1

Advisors in Greencastle, A to Z

CFP advisors in Greencastle →

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 Greencastle, PA?

11 investment adviser representatives are registered at firm offices in Greencastle, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Greencastle?

Truist Advisory Services, Inc., with 3 registered advisors in Greencastle, followed by Edward Jones with 2.

How do I check a financial advisor in Greencastle?

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.