Financial ADVSR advisor directory · SEC adviser records
Capital Analysts financial advisors in Wexford, PA
Every SEC-registered investment adviser representative at a Capital Analysts office in Wexford, A to Z.
4 registered advisors work at Capital Analysts in Wexford, out of 585 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Capital Analysts advisors in Wexford, A to Z
Every Capital Analysts advisor →- Justin J. KovacAlso a broker rep
- Austen D. LuntCertified Financial Planner · Also a broker rep
- Rylan J. MarxAlso a broker rep
- Jerald C. WozniakAlso a broker rep
Capital Analysts advisors in every city and state →Capital Analysts: assets, clients and custodians →Advisor Moves: who changed firms this week →
Capital Analysts advisors in other cities
Marlton, NJ 30Braintree, MA 25Lombard, IL 18Getzville, NY 17Tallahassee, FL 16Jenkintown, PA 15Rochester, NY 11Fort Washington, PA 10Horsham, PA 9Lutz, FL 9Cleveland, OH 8Independence, OH 8Renton, WA 8Royal Oak, MI 8Southfield, MI 8
Other firms in Wexford
All Wexford advisors →LPL Financial LLC 18Cambridge Investment Research Advisors, Inc. 11Bcr Financial Services, LLC 9Success Wealth Management LLC 7Equitable Advisors, LLC 6Federated Global Investment Management Corp. 6Mdt Advisers, A Division Of Federated Mdta LLC 6Commonwealth Financial Network 54th River Financial Group, Inc. 4Ameriprise Financial Services, LLC 4Aspire Wealth Architects 4Gibson Capital, LLC 4
Questions
How many financial advisors does Capital Analysts have in Wexford?
4 investment adviser representatives are registered at Capital Analysts offices in Wexford, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 585 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Capital Analysts one of the largest advisor employers in Wexford?
Capital Analysts ranks number 12 in Wexford by registered advisors; LPL Financial LLC has the most, with 18.
How do I check a Capital Analysts advisor in Wexford?
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 Capital Analysts 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.