Financial advisors in Bethlehem, PA

185 match · page 4 of 7

Gerald Miletics
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Gregory Grillo
Financial advisor at Mtm Financial Group, LLC
Mtm Financial Group, LLC · $771.6M AUM
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Gregory Holland
Financial advisor at O'hagan Group, Inc.
O'hagan Group, Inc. · $1.25B AUM
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Hubert Etchison Jr.
Financial advisor at Stark Wealth Management LLC
Stark Wealth Management LLC · $262.5M AUM
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Ingrid Holder
Financial advisor at Valley National Advisers Inc
Valley National Advisers Inc · $1.31B AUM
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Jack Franceschina
Financial advisor at Captrust
Captrust · $1.24T AUM
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James Mohamdein
Financial advisor at Social Justice Capital LLC
Social Justice Capital LLC · $1.1M AUM
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James Serratelli
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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James Szczepaniak
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Janelle Hendershot
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Jason Abruzere
Financial advisor at Weyhill Investment Counsel, LLC
Weyhill Investment Counsel, LLC · $35.3M AUM
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Jay Harris
Financial advisor at Meridian Asset Management, LLC
Meridian Asset Management, LLC · $124M AUM
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Jennifer Bauder
Financial advisor at Cornerstone Advisors Asset Management, LLC
Cornerstone Advisors Asset Management, LLC · $9.57B AUM
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Jennifer Ceneviva
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jeremy Gloth
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
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John Cavaliere
Financial advisor at Cornerstone Advisors Asset Management, LLC
Cornerstone Advisors Asset Management, LLC · $9.57B AUM
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John Cito
Financial advisor at Mcdermott Investment Advisors, LLC
Mcdermott Investment Advisors, LLC · $203.3M AUM
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John Fontana
Financial advisor at O'hagan Group, Inc.
O'hagan Group, Inc. · $1.25B AUM
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John O'hagan
Financial advisor at O'hagan Group, Inc.
O'hagan Group, Inc. · $1.25B AUM
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John Triantafelow
Financial advisor at Renaissance Wealth Management, LLC
Renaissance Wealth Management, LLC · $49.1M AUM
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Jonathan Dolin
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
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Jonathan Mack
Financial advisor at Quadrant Private Wealth Management, LLC
Quadrant Private Wealth Management, LLC · $2.1B AUM
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Jonathan Sliney
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
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Joseph Garvey
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
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Joseph Kendy
Financial advisor at J. W. Cole Advisors, Inc.
J. W. Cole Advisors, Inc. · $8.25B AUM
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Justin Hartman
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
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Justin Walter
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
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Justine Frantz
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
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Kareem Green
Financial advisor at Captrust
Captrust · $1.24T AUM
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Karen Prudencio
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Bethlehem, PA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Bethlehem, PA.

How this list works

Before you hire an advisor in Bethlehem, PA