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Financial ADVSR advisor directory · SEC adviser records

Collective Family Office, LLC financial advisors in York, PA

Every SEC-registered investment adviser representative at a Collective Family Office, LLC office in York, A to Z.

The short answer

4 registered advisors work at Collective Family Office, LLC in York, out of 4 at the firm nationwide; it ranks number 16 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Collective Family Office, LLC advisors in York, A to Z

Every Collective Family Office, LLC advisor →

Collective Family Office, LLC advisors in every city and state →Collective Family Office, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in York

All York advisors →

LPL Financial LLC 25Raymond James Financial Services Advisors, Inc. 23Ameriprise Financial Services, LLC 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Wells Fargo Clearing Services, LLC 15Morgan Stanley 13Janney Montgomery Scott LLC 12Cetera Investment Advisers LLC 8Edward Jones 8Pfs Investments Inc. 8Integrated Wealth Solutions, LLC 7Johnson & White Wealth Management LLC 7

Questions

How many financial advisors does Collective Family Office, LLC have in York?

4 investment adviser representatives are registered at Collective Family Office, LLC offices in York, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Collective Family Office, LLC one of the largest advisor employers in York?

Collective Family Office, LLC ranks number 16 in York by registered advisors; LPL Financial LLC has the most, with 25.

How do I check a Collective Family Office, LLC advisor in York?

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 Collective Family Office, 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.