Financial ADVSR advisor directory · SEC adviser records
Sequinox Wealth Management, LLC financial advisors in Lancaster, PA
Every SEC-registered investment adviser representative at a Sequinox Wealth Management, LLC office in Lancaster, A to Z.
3 registered advisors work at Sequinox Wealth Management, LLC in Lancaster, out of 3 at the firm nationwide; it ranks number 38 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Sequinox Wealth Management, LLC advisors in Lancaster, A to Z
Every Sequinox Wealth Management, LLC advisor →- Donald W. LamisonInvestment adviser rep
- Matthew J. LeboCertified Financial Planner
- Joseph D. WirbickCertified Financial Planner
Sequinox Wealth Management, LLC advisors in every city and state →Sequinox Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Lancaster
All Lancaster advisors →LPL Financial LLC 25Morgan Stanley 25Rkl Private Wealth 23Ameriprise Financial Services, LLC 19Janney Montgomery Scott LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Faithward Advisors, LLC 13Rodgers & Associates 12Osaic Wealth, Inc. 11Raymond James Financial Services Advisors, Inc. 11Edward Jones 9Commonwealth Financial Network 8
Questions
How many financial advisors does Sequinox Wealth Management, LLC have in Lancaster?
3 investment adviser representatives are registered at Sequinox Wealth Management, LLC offices in Lancaster, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Sequinox Wealth Management, LLC one of the largest advisor employers in Lancaster?
Sequinox Wealth Management, LLC ranks number 38 in Lancaster by registered advisors; LPL Financial LLC has the most, with 25.
How do I check a Sequinox Wealth Management, LLC advisor in Lancaster?
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 Sequinox Wealth Management, 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.