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Financial ADVSR advisor directory · SEC adviser records

Confluence Financial Partners financial advisors in Grove City, PA

Every SEC-registered investment adviser representative at a Confluence Financial Partners office in Grove City, A to Z.

The short answer

3 registered advisors work at Confluence Financial Partners in Grove City, out of 40 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Confluence Financial Partners advisors in Grove City, A to Z

Every Confluence Financial Partners advisor →

Confluence Financial Partners advisors in every city and state →Confluence Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Confluence Financial Partners advisors in other cities

McMurray, PA 26Pittsburgh, PA 7Bonita Springs, FL 1Cochranton, PA 1Kiawah Island, SC 1Sewickley, PA 1

Other firms in Grove City

All Grove City advisors →

Stratos Wealth Partners, Ltd. 5Vicus Capital, Inc. 3

Questions

How many financial advisors does Confluence Financial Partners have in Grove City?

3 investment adviser representatives are registered at Confluence Financial Partners offices in Grove City, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 40 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Confluence Financial Partners one of the largest advisor employers in Grove City?

Confluence Financial Partners ranks number 2 in Grove City by registered advisors; Stratos Wealth Partners, Ltd. has the most, with 5.

How do I check a Confluence Financial Partners advisor in Grove City?

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 Confluence Financial Partners 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.