Financial ADVSR advisor directory · SEC adviser records
Independence Square Holdings, LLC financial advisors in King Of Prussia, PA
Every SEC-registered investment adviser representative at a Independence Square Holdings, LLC office in King Of Prussia, A to Z.
The short answer
30 registered advisors work at Independence Square Holdings, LLC in King Of Prussia, out of 37 at the firm nationwide; it ranks number 1 in the city by advisors. 7 list the CFP designation and 20 are also registered broker representatives.
Independence Square Holdings, LLC advisors in King Of Prussia, A to Z
Every Independence Square Holdings, LLC advisor →- Daniel M. AgogliaAlso a broker rep
- Benjamin M. AuslanderInvestment adviser rep
- Norman S. BatanskyInvestment adviser rep
- Michael B. BurchellInvestment adviser rep
- Kaleb M. BurnsAlso a broker rep
- Kenneth G. CalaCertified Financial Planner
- Mark G. ComynsAlso a broker rep
- John R. DelpAlso a broker rep
- Joseph B. ElliottCertified Financial Planner
- Dale B. FoardInvestment adviser rep
- John J. Grimley Jr.Investment adviser rep
- Christopher G. GroeberCertified Financial Planner · Also a broker rep
- Jesse LevyAlso a broker rep
- Erik C. LindholmAlso a broker rep
- Eric J. LongCertified Financial Planner · Also a broker rep
- Christopher B. LundmarkInvestment adviser rep
- Christine D. McEwanAlso a broker rep
- Thomas J. McHughInvestment adviser rep
- Mark A. McMahonAlso a broker rep
- Blaise J. MilanekAlso a broker rep
- Zachary S. MineurChartered Financial Analyst
- Jordan C. NorleyAlso a broker rep
- Andrew W. OmalleyCertified Financial Planner · Also a broker rep
- Monica A. PedanoAlso a broker rep
- Brian D. PlattCertified Financial Planner · Also a broker rep
- Meg RyanAlso a broker rep
- Stephen M. SchlichterAlso a broker rep
- Michael A. SlatteryAlso a broker rep
- Brenton F. StranskyCertified Financial Planner · Also a broker rep
- Douglas J. SweeneyAlso a broker rep
Independence Square Holdings, LLC advisors in every city and state →Independence Square Holdings, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Independence Square Holdings, LLC advisors in other cities
Burlingame, CA 1Carlsbad, CA 1Cherry Hill, NJ 1Chestertown, MD 1Conshohocken, PA 1Short Hills, NJ 1St. Petersburg, FL 1
Other firms in King Of Prussia
All King Of Prussia advisors →Ethos Financial Group, LLC 23Girard Advisory Services, LLC 19LPL Financial LLC 19Park Avenue Securities LLC 14Bankers Life Advisory Services, Inc. 8Truist Advisory Services, Inc. 7Certior Financial Group, LLC 6Cpc Financial Planning, Inc. 6Strategic Advisers LLC 5Ameriprise Financial Services, LLC 4Maguire Investments LLC 4Sterling Capital Management LLC 4
Questions
How many financial advisors does Independence Square Holdings, LLC have in King Of Prussia?
30 investment adviser representatives are registered at Independence Square Holdings, LLC offices in King Of Prussia, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 37 nationwide. 7 list the CFP designation and 20 are also registered as broker representatives.
Is Independence Square Holdings, LLC one of the largest advisor employers in King Of Prussia?
Independence Square Holdings, LLC ranks number 1 in King Of Prussia by registered advisors, ahead of Ethos Financial Group, LLC (23).
How do I check a Independence Square Holdings, LLC advisor in King Of Prussia?
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 Independence Square Holdings, LLC 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.