Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Wormleysburg, PA
Every SEC-registered investment adviser representative at a firm office in Wormleysburg, with the firms that employ the most of them.
28 registered advisors work in Wormleysburg; the most are at Stonebridge Financial Group, LLC (19). 6 list the CFP designation and 25 are also registered broker representatives.
Firms with the most advisors in Wormleysburg
| Firm | Advisors in Wormleysburg |
|---|---|
| Stonebridge Financial Group, LLC | 19 |
| Cambridge Investment Research Advisors, Inc. news | 7 |
| Hornor, Townsend & Kent, LLC | 2 |
Advisors in Wormleysburg, A to Z
CFP advisors in Wormleysburg →- Josh W. CesareCambridge Investment Research Advisors, Inc.
- Shari L. DietzStonebridge Financial Group, LLC
- Jeffrey M. FeatherCambridge Investment Research Advisors, Inc.
- Jonathan S. FreemanStonebridge Financial Group, LLC · Certified Financial Planner, Chartered Financial Analyst
- Cody GehmanStonebridge Financial Group, LLC
- Lindsay GriesemerStonebridge Financial Group, LLC
- Carly A. HopkinsStonebridge Financial Group, LLC
- Jacob KeeportsStonebridge Financial Group, LLC
- Jeffrey R. KlineStonebridge Financial Group, LLC
- Kristopher J. KorziStonebridge Financial Group, LLC · Certified Financial Planner
- Charles J. Laporta IVStonebridge Financial Group, LLC
- Lonn E. LeboStonebridge Financial Group, LLC
- Joseph R. MartinCambridge Investment Research Advisors, Inc.
- Brian D. McCarverStonebridge Financial Group, LLC · Certified Financial Planner
- Daniel S. McGarveyStonebridge Financial Group, LLC
- Jonathan T. McKinzieHornor, Townsend & Kent, LLC
- Nathan D. MuchmoreCambridge Investment Research Advisors, Inc.
- Daniel NewellStonebridge Financial Group, LLC
- Estrella Rivera-MartinezCambridge Investment Research Advisors, Inc.
- Jeremy T. RiversStonebridge Financial Group, LLC · Certified Financial Planner
- Bradley J. SandersStonebridge Financial Group, LLC · Certified Financial Planner
- Robert B. SeidenStonebridge Financial Group, LLC
- Mark W. SteinhartCambridge Investment Research Advisors, Inc.
- Sebastian N. SullivanCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Nicole TyminskiStonebridge Financial Group, LLC
- Gerald L. WalnHornor, Townsend & Kent, LLC
- Aedan M. WilkinsonStonebridge Financial Group, LLC
- Samantha L. ZimmermanStonebridge Financial Group, LLC
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 Wormleysburg, PA?
28 investment adviser representatives are registered at firm offices in Wormleysburg, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records. 25 of them are also registered as broker representatives, and 6 list the CFP designation.
Which firm has the most financial advisors in Wormleysburg?
Stonebridge Financial Group, LLC, with 19 registered advisors in Wormleysburg, followed by Cambridge Investment Research Advisors, Inc. with 7.
How do I check a financial advisor in Wormleysburg?
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.