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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in White Oak, PA

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

7 registered advisors work in White Oak; the most are at J. W. Cole Advisors, Inc. (4). 0 list the CFP designation and 6 are also registered broker representatives.

Firms with the most advisors in White Oak

FirmAdvisors in White Oak
J. W. Cole Advisors, Inc.4
Federated Global Investment Management Corp.1
Federated Investment Counseling1
Federated Securities Corp.1
Mdt Advisers, A Division Of Federated Mdta LLC1
PNC Wealth Management LLC1
Planmember Securities Corporation1

Advisors in White Oak, A to Z

Search all of Pennsylvania →

Other cities in Pennsylvania

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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 White Oak, PA?

7 investment adviser representatives are registered at firm offices in White Oak, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in White Oak?

J. W. Cole Advisors, Inc., with 4 registered advisors in White Oak, followed by Federated Global Investment Management Corp. with 1.

How do I check a financial advisor in White Oak?

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.