Financial ADVSR advisor directory · SEC adviser records
Cetera Investment Advisers LLC financial advisors in Yardley, PA
Every SEC-registered investment adviser representative at a Cetera Investment Advisers LLC office in Yardley, A to Z.
The short answer
3 registered advisors work at Cetera Investment Advisers LLC in Yardley, out of 9,243 at the firm nationwide; it ranks number 16 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
Cetera Investment Advisers LLC advisors in Yardley, A to Z
Every Cetera Investment Advisers LLC advisor →- George P. Boyle Jr.Personal Financial Specialist · Also a broker rep
- James J. GibsonPersonal Financial Specialist · Also a broker rep
- Scott E. HolsteinCertified Financial Planner, Personal Financial Specialist · Also a broker rep
Cetera Investment Advisers LLC advisors in every city and state →Cetera Investment Advisers LLC: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →
Cetera Investment Advisers LLC advisors in other cities
San Diego, CA 104Phoenix, AZ 96Omaha, NE 95Dallas, TX 85Schaumburg, IL 85St Louis, MO 83Minneapolis, MN 80Houston, TX 76El Segundo, CA 70Scottsdale, AZ 69New York, NY 65Overland Park, KS 64St Cloud, MN 57Tampa, FL 54Honolulu, HI 52
Other firms in Yardley
All Yardley advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 54Stifel, Nicolaus & Company, Incorporated 22Janney Montgomery Scott LLC 18Morgan Stanley 14Osaic Wealth, Inc. 12Wells Fargo Clearing Services, LLC 10LPL Financial LLC 8Charles Schwab & Co., Inc. 6Commonwealth Financial Network 6Cordatus Wealth Management LLC 6Ventura Wealth Management 6Attleboro Wealth Management LLC 5
Questions
How many financial advisors does Cetera Investment Advisers LLC have in Yardley?
3 investment adviser representatives are registered at Cetera Investment Advisers LLC offices in Yardley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 9,243 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is Cetera Investment Advisers LLC one of the largest advisor employers in Yardley?
Cetera Investment Advisers LLC ranks number 16 in Yardley by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 54.
How do I check a Cetera Investment Advisers LLC advisor in Yardley?
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 Cetera Investment Advisers 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.