Financial ADVSR advisor directory · SEC adviser records
McClarren Financial Advisors financial advisors in State College, PA
Every SEC-registered investment adviser representative at a McClarren Financial Advisors office in State College, A to Z.
The short answer
6 registered advisors work at McClarren Financial Advisors in State College, out of 7 at the firm nationwide; it ranks number 8 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
McClarren Financial Advisors advisors in State College, A to Z
Every McClarren Financial Advisors advisor →- Jennifer M. AndersonInvestment adviser rep
- Joshua K. PurdyCertified Financial Planner
- Gregory A. ReederCertified Financial Planner
- Dina R. RoanInvestment adviser rep
- Ruby M. WeidlerCertified Financial Planner
- Kyle W. ZentnerInvestment adviser rep
McClarren Financial Advisors advisors in every city and state →McClarren Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
McClarren Financial Advisors advisors in other cities
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 7Tiaa-Cref Individual & Institutional Services, LLC 6Osaic Wealth, Inc. 5J. W. Cole Advisors, Inc. 4Pfs Investments Inc. 4Ameriprise Financial Services, LLC 3
Questions
How many financial advisors does McClarren Financial Advisors have in State College?
6 investment adviser representatives are registered at McClarren Financial Advisors offices in State College, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is McClarren Financial Advisors one of the largest advisor employers in State College?
McClarren Financial Advisors ranks number 8 in State College by registered advisors; MML Investors Services, LLC has the most, with 25.
How do I check a McClarren Financial Advisors 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 McClarren Financial Advisors 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.