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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Seven Fields, PA

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

The short answer

57 registered advisors work in Seven Fields; the most are at Valic Financial Advisors, Inc. (16). 9 list the CFP designation and 48 are also registered broker representatives.

Firms with the most advisors in Seven Fields

FirmAdvisors in Seven Fields
Valic Financial Advisors, Inc.16
PNC Wealth Management LLC12
LPL Financial LLC news10
Cetera Planning Partners news7
E. E. Powell & Company Inc.5
Good Life Advisors, LLC3
Cetera Investment Advisers LLC news2
Nfi, LLC2
Commonwealth Financial Network news1
Edward Jones news1
Mai Capital Management, LLC1
Rex Consulting, LLC1
Wuenschell Financial Services LLC1

Advisors in Seven Fields, A to Z

CFP advisors in Seven Fields →

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 Seven Fields, PA?

57 investment adviser representatives are registered at firm offices in Seven Fields, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 48 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Seven Fields?

Valic Financial Advisors, Inc., with 16 registered advisors in Seven Fields, followed by PNC Wealth Management LLC with 12.

How do I check a financial advisor in Seven Fields?

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.