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Financial ADVSR advisor directory · SEC adviser records

Lountzis Asset Management, LLC financial advisors in Wyomissing, PA

Every SEC-registered investment adviser representative at a Lountzis Asset Management, LLC office in Wyomissing, A to Z.

The short answer

3 registered advisors work at Lountzis Asset Management, LLC in Wyomissing, out of 3 at the firm nationwide; it ranks number 15 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Lountzis Asset Management, LLC advisors in Wyomissing, A to Z

Every Lountzis Asset Management, LLC advisor →

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Other firms in Wyomissing

All Wyomissing advisors →

Wells Fargo Clearing Services, LLC 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 20Morgan Stanley 20LPL Financial LLC 19Commonwealth Financial Network 10Connors Investor Services Inc. 9Osaic Wealth, Inc. 6Weik Capital Management 6Apella Wealth 4Focus Partners Wealth, LLC 4Truist Advisory Services, Inc. 4Valmark Advisers, Inc. 4

Questions

How many financial advisors does Lountzis Asset Management, LLC have in Wyomissing?

3 investment adviser representatives are registered at Lountzis Asset Management, LLC offices in Wyomissing, 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 Lountzis Asset Management, LLC one of the largest advisor employers in Wyomissing?

Lountzis Asset Management, LLC ranks number 15 in Wyomissing by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 23.

How do I check a Lountzis Asset Management, LLC advisor in Wyomissing?

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 Lountzis Asset 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.