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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lebanon, PA

Every SEC-registered investment adviser representative at a firm office in Lebanon, with the firms that employ the most of them.

The short answer

35 registered advisors work in Lebanon; the most are at Ameriprise Financial Services, LLC (7). 4 list the CFP designation and 34 are also registered broker representatives.

Firms with the most advisors in Lebanon

FirmAdvisors in Lebanon
Ameriprise Financial Services, LLC news7
Edward Jones news6
Wells Fargo Clearing Services, LLC news5
Spc3
Stifel, Nicolaus & Company, Incorporated news3
Cambridge Investment Research Advisors, Inc. news2
Commonwealth Financial Network news2
LPL Financial LLC news2
Gt Wealth LLC1
LPL Enterprise, LLC news1
MML Investors Services, LLC1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1

Advisors in Lebanon, A to Z

CFP advisors in Lebanon →

Other cities in Pennsylvania

All of Pennsylvania →

Pittsburgh 1,486Philadelphia 1,111Malvern 827Conshohocken 470Wayne 408Allentown 378Lancaster 375Fort Washington 362Radnor 323Berwyn 297Sewickley 283Newtown Square 265West Chester 253Doylestown 243Yardley 234York 233Erie 224Bala Cynwyd 202Canonsburg 200Newtown 190Camp Hill 180West Conshohocken 174Bethlehem 173Exton 173

Questions

How many financial advisors are in Lebanon, PA?

35 investment adviser representatives are registered at firm offices in Lebanon, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 34 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Lebanon?

Ameriprise Financial Services, LLC, with 7 registered advisors in Lebanon, followed by Edward Jones with 6.

How do I check a financial advisor in Lebanon?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.