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Financial ADVSR advisor directory · SEC adviser records

Ventura Wealth Management financial advisors in Yardley, PA

Every SEC-registered investment adviser representative at a Ventura Wealth Management office in Yardley, A to Z.

The short answer

8 registered advisors work at Ventura Wealth Management in Yardley, out of 8 at the firm nationwide; it ranks number 8 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Ventura Wealth Management advisors in Yardley, A to Z

Every Ventura Wealth Management advisor →

Ventura Wealth Management advisors in every city and state →Ventura Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Yardley

All Yardley advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 56Stifel, Nicolaus & Company, Incorporated 22Janney Montgomery Scott LLC 18Morgan Stanley 13Osaic Wealth, Inc. 13Wells Fargo Clearing Services, LLC 10LPL Financial LLC 8Commonwealth Financial Network 6Cordatus Wealth Management LLC 6Attleboro Wealth Management LLC 5Charles Schwab & Co., Inc. 5Strategic Advisers LLC 4

Questions

How many financial advisors does Ventura Wealth Management have in Yardley?

8 investment adviser representatives are registered at Ventura Wealth Management offices in Yardley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Ventura Wealth Management one of the largest advisor employers in Yardley?

Ventura Wealth Management ranks number 8 in Yardley by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 56.

How do I check a Ventura Wealth Management 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 Ventura Wealth Management 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.