Financial ADVSR advisor directory · SEC adviser records
J. W. Cole Advisors, Inc. financial advisors in State College, PA
Every SEC-registered investment adviser representative at a J. W. Cole Advisors, Inc. office in State College, A to Z.
The short answer
3 registered advisors work at J. W. Cole Advisors, Inc. in State College, out of 437 at the firm nationwide; it ranks number 11 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
J. W. Cole Advisors, Inc. advisors in State College, A to Z
Every J. W. Cole Advisors, Inc. advisor →- Nicholas S. Accordino Jr.Certified Financial Planner · Also a broker rep
- Stephanie D. BellAlso a broker rep
- Theodore J. OylerCertified Financial Planner · Also a broker rep
J. W. Cole Advisors, Inc. advisors in every city and state →J. W. Cole Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
J. W. Cole Advisors, Inc. advisors in other cities
Tampa, FL 218Midlothian, VA 5Colorado Springs, CO 4Gainesville, FL 4Grand Rapids, MI 4Rockledge, FL 4White Oak, PA 4Clearwater, FL 3Fairport, NY 3Huntsville, AL 3Lake Forest, CA 3Pittsford, NY 3Sparta, NJ 3Winter Springs, FL 3Baltimore, MD 2
Other firms in State College
All State College advisors →MML Investors Services, LLC 25Vicus Capital, Inc. 21Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Abundance Wealth Counselors, LLC 12Morgan Stanley 9Cambridge Investment Research Advisors, Inc. 7Mariner 7McClarren Financial Advisors 6Tiaa-Cref Individual & Institutional Services, LLC 6Osaic Wealth, Inc. 5Pfs Investments Inc. 4Ameriprise Financial Services, LLC 3
Questions
How many financial advisors does J. W. Cole Advisors, Inc. have in State College?
3 investment adviser representatives are registered at J. W. Cole Advisors, Inc. offices in State College, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 437 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is J. W. Cole Advisors, Inc. one of the largest advisor employers in State College?
J. W. Cole Advisors, Inc. ranks number 11 in State College by registered advisors; MML Investors Services, LLC has the most, with 25.
How do I check a J. W. Cole Advisors, Inc. advisor in State College?
Each advisor below links to a profile with their registrations, exams, designations 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 J. W. Cole Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.