Financial ADVSR advisor directory · SEC adviser records
Lri Investments financial advisors in Newtown, PA
Every SEC-registered investment adviser representative at a Lri Investments office in Newtown, A to Z.
The short answer
8 registered advisors work at Lri Investments in Newtown, out of 21 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 7 are also registered broker representatives.
Lri Investments advisors in Newtown, A to Z
Every Lri Investments advisor →- Andrew V. AlbanoInvestment adviser rep
- Glen A. CoralChartered Financial Consultant · Also a broker rep
- Kenneth M. DawsonAlso a broker rep
- Keith D. EhingerAlso a broker rep
- Timothy P. MalarkeyChartered Financial Consultant · Also a broker rep
- John F. McDonaldAlso a broker rep
- Mogammad W. PetersenAlso a broker rep
- Chad M. WhiteAlso a broker rep
Lri Investments advisors in every city and state →Lri Investments: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lri Investments advisors in other cities
Palm Beach Gardens, FL 7West Hartford, CT 3Chapel Hill, NC 1Fort Lauderdale, FL 1Tucson, AZ 1
Other firms in Newtown
All Newtown advisors →UBS Financial Services Inc. 18Main Street Financial Solutions, LLC 17Raymond James & Associates, Inc. 16Cambridge Investment Research Advisors, Inc. 12Insight Advisors, LLC 9Rockefeller Capital Management 9Osaic Wealth, Inc. 7Edward Jones 6Innova Wealth Partners, LLC 6Pw Nova Financial Services LLC 6Brick & Kyle Associates Inc. 5Great Valley Advisor Group, LLC 5
Questions
How many financial advisors does Lri Investments have in Newtown?
8 investment adviser representatives are registered at Lri Investments offices in Newtown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 21 nationwide. 0 list the CFP designation and 7 are also registered as broker representatives.
Is Lri Investments one of the largest advisor employers in Newtown?
Lri Investments ranks number 10 in Newtown by registered advisors; UBS Financial Services Inc. has the most, with 18.
How do I check a Lri Investments advisor in Newtown?
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 Lri Investments 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.