Financial ADVSR advisor directory · SEC adviser records
Wellfull financial advisors in Harleysville, PA
Every SEC-registered investment adviser representative at a Wellfull office in Harleysville, A to Z.
The short answer
10 registered advisors work at Wellfull in Harleysville, out of 10 at the firm nationwide; it ranks number 1 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Wellfull advisors in Harleysville, A to Z
Every Wellfull advisor →- Nicholas A. BernardoCertified Financial Planner
- Rose A. BernardoInvestment adviser rep
- Anthony Bernardo Jr Jr.Investment adviser rep
- Matthew HaraburdaChartered Financial Analyst
- Brock HewittCertified Financial Planner
- Michele L. HewittCertified Financial Planner
- Martha S. PopeCertified Financial Planner
- Matthew R. RittenhouseCertified Financial Planner
- Lance J. RosinaInvestment adviser rep
- Victoria N. WilliamsInvestment adviser rep
Wellfull advisors in every city and state →Wellfull: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Harleysville
All Harleysville advisors →LPL Financial LLC 9Cetera Investment Advisers LLC 8Summit Financial, LLC 6Cambridge Investment Research Advisors, Inc. 5Hornor, Townsend & Kent, LLC 3Wescott Financial Advisory Group LLC 3
Questions
How many financial advisors does Wellfull have in Harleysville?
10 investment adviser representatives are registered at Wellfull offices in Harleysville, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Wellfull one of the largest advisor employers in Harleysville?
Wellfull ranks number 1 in Harleysville by registered advisors, ahead of LPL Financial LLC (9).
How do I check a Wellfull advisor in Harleysville?
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 Wellfull 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.