Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Southampton, PA
Every SEC-registered investment adviser representative at a firm office in Southampton, with the firms that employ the most of them.
20 registered advisors work in Southampton; the most are at Edward Jones (5). 3 list the CFP designation and 16 are also registered broker representatives.
Firms with the most advisors in Southampton
| Firm | Advisors in Southampton |
|---|---|
| Edward Jones news | 5 |
| Private Advisor Group, LLC | 2 |
| Cambridge Investment Research Advisors, Inc. news | 1 |
| Cetera Investment Advisers LLC news | 1 |
| Equitable Advisors, LLC news | 1 |
| Hornor, Townsend & Kent, LLC | 1 |
| Isakov Planning Group Inc. | 1 |
| J.P. Morgan Securities LLC news | 1 |
| LPL Financial LLC news | 1 |
| MML Investors Services, LLC | 1 |
| McKenna & Sullivan Inc. | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 1 |
| Osaic Wealth, Inc. news | 1 |
| Park Avenue Securities LLC | 1 |
| Secure Asset Management, L.L.C. | 1 |
Advisors in Southampton, A to Z
CFP advisors in Southampton →- Stewart CaesarOsaic Wealth, Inc. · Certified Financial Planner
- Lawrence DalessandroEdward Jones
- Sean EastonHornor, Townsend & Kent, LLC
- Rozaliya GrigoryevaLPL Financial LLC
- Eugene KuntorovskyIsakov Planning Group Inc.
- Matthew E. McCloskeyPark Avenue Securities LLC · Chartered Financial Analyst
- Scott McCreaEdward Jones · Certified Financial Planner
- Michael T. McGinnMML Investors Services, LLC
- William McKenna Jr.McKenna & Sullivan Inc. · Chartered Financial Consultant
- Shawn McMahonEdward Jones · Chartered Financial Analyst
- Stephen A. MoyerEdward Jones
- Irina NevedomskaiaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Johnson SabirJ.P. Morgan Securities LLC
- Larry SfinasSecure Asset Management, L.L.C. · Chartered Financial Consultant
- Barry R. ShevlinCambridge Investment Research Advisors, Inc.
- Fred ShocketCetera Investment Advisers LLC · Certified Financial Planner
- Jan StoltzEdward Jones
- Eric J. VasilPrivate Advisor Group, LLC · Chartered Financial Consultant
- Max G. WeintraubPrivate Advisor Group, LLC
- Brian P. WellsEquitable Advisors, LLC
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 Southampton, PA?
20 investment adviser representatives are registered at firm offices in Southampton, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 16 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Southampton?
Edward Jones, with 5 registered advisors in Southampton, followed by Private Advisor Group, LLC with 2.
How do I check a financial advisor in Southampton?
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.