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Financial ADVSR advisor directory · SEC adviser records

Capital Analysts financial advisors in Jenkintown, PA

Every SEC-registered investment adviser representative at a Capital Analysts office in Jenkintown, A to Z.

13 registered advisors work at Capital Analysts in Jenkintown, out of 585 at the firm nationwide; it ranks number 3 in the city by advisors. 3 list the CFP designation and 13 are also registered broker representatives.

Capital Analysts advisors in Jenkintown, A to Z

Every Capital Analysts advisor →

Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →

Capital Analysts advisors in other cities

Marlton, NJ 30Braintree, MA 25Lombard, IL 18Getzville, NY 17Tallahassee, FL 16Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8Worcester, MA 8

Other firms in Jenkintown

All Jenkintown advisors →

Oppenheimer & Co. Inc. 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Raymond James & Associates, Inc. 10Pfs Investments Inc. 6Truist Advisory Services, Inc. 4Wells Fargo Clearing Services, LLC 4Alvin Clay Financial Advisors, LLC 3The Aranda Group Advisors, LLC 3

Questions

How many financial advisors does Capital Analysts have in Jenkintown?

13 investment adviser representatives are registered at Capital Analysts offices in Jenkintown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 3 list the CFP designation and 13 are also registered as broker representatives.

Is Capital Analysts one of the largest advisor employers in Jenkintown?

Capital Analysts ranks number 3 in Jenkintown by registered advisors; Oppenheimer & Co. Inc. has the most, with 22.

How do I check a Capital Analysts advisor in Jenkintown?

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 Capital Analysts 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.