Financial ADVSR advisor directory · SEC adviser records
Marquette Associates, Inc. financial advisors in West Chester, PA
Every SEC-registered investment adviser representative at a Marquette Associates, Inc. office in West Chester, A to Z.
The short answer
3 registered advisors work at Marquette Associates, Inc. in West Chester, out of 3 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Marquette Associates, Inc. advisors in West Chester, A to Z
Every Marquette Associates, Inc. advisor →- Lee H. MartinInvestment adviser rep
- Sarah E. WilsonInvestment adviser rep
- Patrick W. WingChartered Financial Analyst
Marquette Associates, Inc. advisors in every city and state →Marquette Associates, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in West Chester
All West Chester advisors →Wealthcare Advisory Partners LLC 63Janney Montgomery Scott LLC 11Cetera Investment Advisers LLC 8Key Financial, Inc. 8Strategic Advisers LLC 8Veery Capital, LLC 8LPL Financial LLC 7Market Street Wealth Management 7Cambridge Investment Research Advisors, Inc. 6Edward Jones 6Private Advisor Group, LLC 6Osaic Wealth, Inc. 5
Questions
How many financial advisors does Marquette Associates, Inc. have in West Chester?
3 investment adviser representatives are registered at Marquette Associates, Inc. offices in West Chester, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Marquette Associates, Inc. one of the largest advisor employers in West Chester?
Marquette Associates, Inc. ranks number 17 in West Chester by registered advisors; Wealthcare Advisory Partners LLC has the most, with 63.
How do I check a Marquette Associates, Inc. advisor in West Chester?
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 Marquette Associates, 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.