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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Perkasie, PA

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

15 registered advisors work in Perkasie; the most are at Cetera Investment Advisers LLC (2). 0 list the CFP designation and 13 are also registered broker representatives.

Firms with the most advisors in Perkasie

FirmAdvisors in Perkasie
Cetera Investment Advisers LLC news2
Edward Jones news2
LPL Financial LLC news2
Thrivent Investment Management Inc.2
Creative Planning news1
Hornor, Townsend & Kent, LLC1
Kestra Advisory Services, LLC news1
LPL Enterprise, LLC news1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
Wallick Wealth Management1

Advisors in Perkasie, A to Z

Search all of Pennsylvania →

Other cities in Pennsylvania

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Pittsburgh 1,580Philadelphia 1,167Malvern 855Conshohocken 503Wayne 423Lancaster 409Allentown 403Radnor 350Berwyn 315West Chester 294Sewickley 291Newtown Square 287Doylestown 251Erie 251Yardley 246York 241Bala Cynwyd 239Fort Washington 223Canonsburg 215Newtown 205Camp Hill 189West Conshohocken 188Wyomissing 186Bethlehem 185

Questions

How many financial advisors are in Perkasie, PA?

15 investment adviser representatives are registered at firm offices in Perkasie, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Perkasie?

Cetera Investment Advisers LLC, with 2 registered advisors in Perkasie, followed by Edward Jones with 2.

How do I check a financial advisor in Perkasie?

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.