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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Warren, PA

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

The short answer

15 registered advisors work in Warren; the most are at LPL Financial LLC (3). 1 list the CFP designation and 12 are also registered broker representatives.

Firms with the most advisors in Warren

FirmAdvisors in Warren
LPL Financial LLC news3
Gladstone Wealth Partners2
&Partners news1
Aviso Wealth Management1
Cwm, LLC1
Eagle Strategies LLC1
Kestra Advisory Services, LLC news1
LPL Enterprise, LLC news1
Millennial Advisers, LLC.1
Oneseven1
State Farm Investment Management Corp.1
Wells Fargo Clearing Services, LLC news1

Advisors in Warren, A to Z

CFP advisors in Warren →

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 Warren, PA?

15 investment adviser representatives are registered at firm offices in Warren, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 12 of them are also registered as broker representatives, and 1 list the CFP designation.

Which firm has the most financial advisors in Warren?

LPL Financial LLC, with 3 registered advisors in Warren, followed by Gladstone Wealth Partners with 2.

How do I check a financial advisor in Warren?

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.