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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Palmyra, PA

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

14 registered advisors work in Palmyra; the most are at Edward Jones (3). 2 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Palmyra

FirmAdvisors in Palmyra
Edward Jones news3
J. W. Cole Advisors, Inc.2
Ameritas Advisory Services, LLC1
Cetera Investment Advisers LLC news1
L-Squared Investment Solutions LLC1
Osaic Institutions, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
Synergy Asset Management, LLC1
Wealth Quest, Ltd.1

Advisors in Palmyra, A to Z

CFP advisors in Palmyra →

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 Palmyra, PA?

14 investment adviser representatives are registered at firm offices in Palmyra, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Palmyra?

Edward Jones, with 3 registered advisors in Palmyra, followed by J. W. Cole Advisors, Inc. with 2.

How do I check a financial advisor in Palmyra?

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.