Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Greenville, PA
Every SEC-registered investment adviser representative at a firm office in Greenville, with the firms that employ the most of them.
11 registered advisors work in Greenville; the most are at LPL Financial LLC (3). 2 list the CFP designation and 11 are also registered broker representatives.
Firms with the most advisors in Greenville
Advisors in Greenville, A to Z
CFP advisors in Greenville →- Andrew H. EshelmanEdward Jones
- Jacob EshelmanEdward Jones
- Joseph H. HeneganOsaic Wealth, Inc. · Certified Financial Planner
- Stephen R. LewisCambridge Investment Research Advisors, Inc.
- Dow W. LindholmCetera Investment Advisers LLC
- Gregory A. LiszkaCetera Investment Advisers LLC · Certified Financial Planner
- Max MessettLPL Financial LLC
- Kevin J. OrsingerLPL Financial LLC
- Noah D. RichardsonOsaic Wealth, Inc.
- Tyler WasserOsaic Wealth, Inc.
- Robyn A. YahnerLPL Financial LLC
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 Greenville, PA?
11 investment adviser representatives are registered at firm offices in Greenville, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 11 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Greenville?
LPL Financial LLC, with 3 registered advisors in Greenville, followed by Osaic Wealth, Inc. with 3.
How do I check a financial advisor in Greenville?
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.