Financial ADVSR advisor directory · SEC adviser records
Kathmere Capital Management, LLC financial advisors in Wayne, PA
Every SEC-registered investment adviser representative at a Kathmere Capital Management, LLC office in Wayne, A to Z.
17 registered advisors work at Kathmere Capital Management, LLC in Wayne, out of 17 at the firm nationwide; it ranks number 7 in the city by advisors. 11 list the CFP designation and 1 are also registered broker representatives.
Kathmere Capital Management, LLC advisors in Wayne, A to Z
Every Kathmere Capital Management, LLC advisor →- Grant BoyleCertified Financial Planner
- Clare P. DiamondCertified Financial Planner
- Kevin DoyleCertified Financial Planner
- Brian FenlinInvestment adviser rep
- Geoffrey F. ForcinoInvestment adviser rep
- David J. Hill Jr.Certified Financial Planner, Chartered Financial Analyst
- James N. LeasureChartered Financial Analyst
- Jason A. LipkaInvestment adviser rep
- Matthew H. LugarCertified Financial Planner
- Brian LynchCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Kevin McDermottCertified Financial Planner
- Michael P. McDermottCertified Financial Planner
- Nicholas OlesenCertified Financial Planner
- Andrew W. PurcellChartered Financial Consultant
- Nicholas R. RyderChartered Financial Analyst
- William SchumacherCertified Financial Planner
- Brian M. TodaroCertified Financial Planner
Kathmere Capital Management, LLC advisors in every city and state →Kathmere Capital Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Wayne
All Wayne advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 60Hartford Funds 28Principal Securities, Inc. 18Alden Investment Group 17Charles Schwab & Co., Inc. 17Corient 17Retirement And Wealth At Alliant, LLC 17Wells Fargo Clearing Services, LLC 17Alden Capital 12Modera Wealth Management, LLC 12Eagle Strategies LLC 9Gwn Securities Inc. 8
Questions
How many financial advisors does Kathmere Capital Management, LLC have in Wayne?
17 investment adviser representatives are registered at Kathmere Capital Management, LLC offices in Wayne, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 11 list the CFP designation and 1 are also registered as broker representatives.
Is Kathmere Capital Management, LLC one of the largest advisor employers in Wayne?
Kathmere Capital Management, LLC ranks number 7 in Wayne by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 60.
How do I check a Kathmere Capital Management, LLC advisor in Wayne?
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 Kathmere Capital Management, LLC 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.