Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Macungie, PA
Every SEC-registered investment adviser representative at a firm office in Macungie, with the firms that employ the most of them.
19 registered advisors work in Macungie; the most are at Milestone Financial Associates, LLC (8). 9 list the CFP designation and 8 are also registered broker representatives.
Firms with the most advisors in Macungie
| Firm | Advisors in Macungie |
|---|---|
| Milestone Financial Associates, LLC | 8 |
| Cetera Investment Advisers LLC news | 1 |
| Christman Financial Advisors LLC | 1 |
| Equitable Advisors, LLC news | 1 |
| Integrity Alliance, LLC. | 1 |
| LPL Financial LLC news | 1 |
| Lakeside Planning | 1 |
| Lincoln Investment | 1 |
| Mark Cernese & Associates | 1 |
| Osaic Wealth, Inc. news | 1 |
| Pfs Investments Inc. | 1 |
| State Farm Investment Management Corp. | 1 |
Advisors in Macungie, A to Z
CFP advisors in Macungie →- Thomas S. BartholomewState Farm Investment Management Corp. · Chartered Financial Consultant
- Mark A. CerneseMark Cernese & Associates
- Lewis K. Christman IIIChristman Financial Advisors LLC · Certified Financial Planner
- Holly O. ClarkeMilestone Financial Associates, LLC · Certified Financial Planner
- David S. CoultMilestone Financial Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
- Rhonda L. FractionEquitable Advisors, LLC
- Kenneth R. Gallagher Sr.LPL Financial LLC
- Steven GrazioPfs Investments Inc.
- Jeffrey A. HegedusMilestone Financial Associates, LLC · Certified Financial Planner
- Bruce D. HillegassCetera Investment Advisers LLC · Certified Financial Planner
- Paul A. Juliano Jr.Milestone Financial Associates, LLC · Certified Financial Planner
- Kathryn L. KuzoLincoln Investment
- Jeff W. LanscekMilestone Financial Associates, LLC · Certified Financial Planner, Chartered Financial Consultant
- Sean LyonsIntegrity Alliance, LLC. · Certified Financial Planner
- Andrew J. MickleyLakeside Planning
- Justin R. MillerMilestone Financial Associates, LLC · Chartered Financial Analyst
- Justin T. PocciaMilestone Financial Associates, LLC · Chartered Financial Consultant
- Mihir S. SaudagarMilestone Financial Associates, LLC
- Julie C. ShickelOsaic Wealth, Inc. · Certified Financial Planner
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 Macungie, PA?
19 investment adviser representatives are registered at firm offices in Macungie, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 8 of them are also registered as broker representatives, and 9 list the CFP designation.
Which firm has the most financial advisors in Macungie?
Milestone Financial Associates, LLC, with 8 registered advisors in Macungie, followed by Cetera Investment Advisers LLC with 1.
How do I check a financial advisor in Macungie?
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.