Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in Kennett Square, PA
Every SEC-registered investment adviser representative at a Capital Analysts office in Kennett Square, A to Z.
3 registered advisors work at Capital Analysts in Kennett Square, out of 585 at the firm nationwide; it ranks number 6 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.
Capital Analysts advisors in Kennett Square, A to Z
Every Capital Analysts advisor →- Daniel C. DaneseCertified Financial Planner · Also a broker rep
- Jeffrey R. HallCertified Financial Planner · Also a broker rep
- Ciara D. PriceCertified Financial Planner · Also a broker rep
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 16Jenkintown, PA 15Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8
Other firms in Kennett Square
All Kennett Square advisors →Brandywine Oak Private Wealth LLC 9LPL Financial LLC 7MML Investors Services, LLC 5Wells Fargo Advisors Financial Network, LLC 5Strategic Advisers LLC 4Holos Integrated Wealth 3Legacy Solutions, LLC 3
Questions
How many financial advisors does Capital Analysts have in Kennett Square?
3 investment adviser representatives are registered at Capital Analysts offices in Kennett Square, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.
Is Capital Analysts one of the largest advisor employers in Kennett Square?
Capital Analysts ranks number 6 in Kennett Square by registered advisors; Brandywine Oak Private Wealth LLC has the most, with 9.
How do I check a Capital Analysts advisor in Kennett Square?
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.