Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Leola, PA
Every SEC-registered investment adviser representative at a firm office in Leola, with the firms that employ the most of them.
16 registered advisors work in Leola; the most are at Master's Wealth Management Inc. (8). 6 list the CFP designation and 5 are also registered broker representatives.
Firms with the most advisors in Leola
| Firm | Advisors in Leola |
|---|---|
| Master's Wealth Management Inc. | 8 |
| Cetera Investment Advisers LLC news | 5 |
| G&H Investments | 2 |
| Global Steward Advisors, LLC | 1 |
Advisors in Leola, A to Z
CFP advisors in Leola →- John C. CarlsonCetera Investment Advisers LLC
- Nicholas J. CummingsCetera Investment Advisers LLC · Certified Financial Planner
- Donald R. Gross, Jr. Jr.G&H Investments
- Jeffrey B. HartmanG&H Investments
- Liza HeiseyMaster's Wealth Management Inc.
- Lyle E. HersheyMaster's Wealth Management Inc. · Certified Financial Planner
- Charles D. KellerMaster's Wealth Management Inc.
- Colton T. KellerMaster's Wealth Management Inc.
- Erik MillerCetera Investment Advisers LLC
- Garrison R. NorthMaster's Wealth Management Inc. · Certified Financial Planner
- Kenneth S. RayGlobal Steward Advisors, LLC
- Austin J. SauderMaster's Wealth Management Inc.
- Andrew M. SmokerCetera Investment Advisers LLC · Certified Financial Planner
- Jonathan ThompsonMaster's Wealth Management Inc. · Certified Financial Planner
- Timothy S. TysonMaster's Wealth Management Inc. · Certified Financial Planner
- David M. WienerCetera Investment Advisers LLC
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 Leola, PA?
16 investment adviser representatives are registered at firm offices in Leola, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Leola?
Master's Wealth Management Inc., with 8 registered advisors in Leola, followed by Cetera Investment Advisers LLC with 5.
How do I check a financial advisor in Leola?
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.