Financial ADVSR advisor directory · SEC adviser records
Confluence Financial Partners financial advisors in McMurray, PA
Every SEC-registered investment adviser representative at a Confluence Financial Partners office in McMurray, A to Z.
The short answer
26 registered advisors work at Confluence Financial Partners in McMurray, out of 40 at the firm nationwide; it ranks number 1 in the city by advisors. 13 list the CFP designation and 0 are also registered broker representatives.
Confluence Financial Partners advisors in McMurray, A to Z
Every Confluence Financial Partners advisor →- Stephanie G. BogdenInvestment adviser rep
- Brandon C. CorlettInvestment adviser rep
- Jackson A. ElizondoCertified Financial Planner
- Paul L. FreyCertified Financial Planner
- Nathan R. GarciaCertified Financial Planner
- Steven R. HykesInvestment adviser rep
- Kristian X. KaridisInvestment adviser rep
- Kurt E. KimmichInvestment adviser rep
- Charles KoliasInvestment adviser rep
- Morgan C. LeeCertified Financial Planner
- Katherine M. MontagazziCertified Financial Planner
- Eric W. MontgomeryCertified Financial Planner
- Jared NicholsonInvestment adviser rep
- Melissa A. PiroskoCertified Financial Planner
- Nicklaus A. ProudInvestment adviser rep
- Brian W. RipleyInvestment adviser rep
- Dylen J. RobertsInvestment adviser rep
- Scott M. RogowiczInvestment adviser rep
- Neil P. RongausCertified Financial Planner
- Zachery S. SaundersCertified Financial Planner
- Corey E. TaylorCertified Financial Planner, Chartered Financial Consultant
- Michael T. TouscanyCertified Financial Planner
- Gregory J. WeimerInvestment adviser rep
- Gregory J. Weimer IICertified Financial Planner
- Richard J. WingertsahnInvestment adviser rep
- William R. Winkeler Jr.Certified Financial Planner, Chartered Financial Analyst
Confluence Financial Partners advisors in every city and state →Confluence Financial Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Confluence Financial Partners advisors in other cities
Pittsburgh, PA 7Grove City, PA 3Bonita Springs, FL 1Cochranton, PA 1Kiawah Island, SC 1Sewickley, PA 1
Other firms in McMurray
All McMurray advisors →Fragasso Wealth Advisors 6LPL Financial LLC 6Private Advisor Group, LLC 4
Questions
How many financial advisors does Confluence Financial Partners have in McMurray?
26 investment adviser representatives are registered at Confluence Financial Partners offices in McMurray, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 40 nationwide. 13 list the CFP designation and 0 are also registered as broker representatives.
Is Confluence Financial Partners one of the largest advisor employers in McMurray?
Confluence Financial Partners ranks number 1 in McMurray by registered advisors, ahead of Fragasso Wealth Advisors (6).
How do I check a Confluence Financial Partners advisor in McMurray?
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 Confluence Financial Partners 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.