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Financial ADVSR advisor directory · SEC adviser records

The Estate Planners Group financial advisors in Yardley, PA

Every SEC-registered investment adviser representative at a The Estate Planners Group office in Yardley, A to Z.

The short answer

3 registered advisors work at The Estate Planners Group in Yardley, out of 4 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

The Estate Planners Group advisors in Yardley, A to Z

Every The Estate Planners Group advisor →

The Estate Planners Group advisors in every city and state →The Estate Planners Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

The Estate Planners Group advisors in other cities

Fort Collins, CO 1

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 The Estate Planners Group have in Yardley?

3 investment adviser representatives are registered at The Estate Planners Group offices in Yardley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is The Estate Planners Group one of the largest advisor employers in Yardley?

The Estate Planners Group ranks number 13 in Yardley by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 54.

How do I check a The Estate Planners Group 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 The Estate Planners Group 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.