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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Moon Township, PA

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

18 registered advisors work in Moon Township; the most are at Cambridge Investment Research Advisors, Inc. (6). 4 list the CFP designation and 18 are also registered broker representatives.

Firms with the most advisors in Moon Township

FirmAdvisors in Moon Township
Cambridge Investment Research Advisors, Inc. news6
LPL Financial LLC news3
Osaic Wealth, Inc. news3
Ameriprise Financial Services, LLC news1
Assuredpartners Investment Advisors1
Global Retirement Partners LLC1
PNC Wealth Management LLC1
Park Avenue Securities LLC1
State Farm Investment Management Corp.1

Advisors in Moon Township, A to Z

CFP advisors in Moon Township →

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 Moon Township, PA?

18 investment adviser representatives are registered at firm offices in Moon Township, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 18 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Moon Township?

Cambridge Investment Research Advisors, Inc., with 6 registered advisors in Moon Township, followed by LPL Financial LLC with 3.

How do I check a financial advisor in Moon Township?

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.