Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Souderton, PA
Every SEC-registered investment adviser representative at a firm office in Souderton, with the firms that employ the most of them.
29 registered advisors work in Souderton; the most are at Girard Advisory Services, LLC (19). 0 list the CFP designation and 22 are also registered broker representatives.
Firms with the most advisors in Souderton
Advisors in Souderton, A to Z
Search all of Pennsylvania →- Brent E. BerndLPL Enterprise, LLC
- Keegan M. BillieGirard Advisory Services, LLC
- Scott BrongEdward Jones
- Shawn R. BurgerTruist Advisory Services, Inc.
- Robin L. ClayCetera Investment Advisers LLC
- Peter J. ConteGirard Advisory Services, LLC
- Kevin C. CuthillAmeriprise Financial Services, LLC · Certified Financial Planner
- L R. FaulknerGirard Advisory Services, LLC
- Samuel J. FlahertyLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Thomas J. FlynnGirard Advisory Services, LLC · Certified Financial Planner
- Bruce K. FreestonGirard Advisory Services, LLC · Certified Financial Planner
- Thomas E. HellingsGirard Advisory Services, LLC
- James H. JacobsonGirard Advisory Services, LLC · Certified Financial Planner
- Curtis M. JohnstonGirard Advisory Services, LLC
- Roberta J. KesslerGirard Advisory Services, LLC
- Karen E. LatouretteGirard Advisory Services, LLC
- Andrew D. LeinGirard Advisory Services, LLC
- Andrew P. McDonoughGirard Advisory Services, LLC
- Michael T. McGuireGirard Advisory Services, LLC
- Nicholas F. PlawaGirard Advisory Services, LLC
- Alexander S. ProektorMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Thomas W. RemmeyGirard Advisory Services, LLC
- Michael E. RoperKey Investment Services LLC
- Joseph D. SmithGirard Advisory Services, LLC
- Jordan L. SowhangarGirard Advisory Services, LLC · Certified Financial Planner
- Michael M. StewartGirard Advisory Services, LLC · Certified Financial Planner
- Karen E. TejklGirard Advisory Services, LLC
- Guenter M. WeschRck Wealth Advisory LLC
- Craig J. WisnerExodus Wealth, LLC
Other cities in Pennsylvania
All of Pennsylvania →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 Souderton, PA?
29 investment adviser representatives are registered at firm offices in Souderton, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 22 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Souderton?
Girard Advisory Services, LLC, with 19 registered advisors in Souderton, followed by Girard Pension Services, LLC with 2.
How do I check a financial advisor in Souderton?
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.