Financial advisors in Dubois, PA

31 advisors · page 1 of 2

Alex Micknis
Financial advisor at The Ameriflex Group
The Ameriflex Group · $9.66B AUM
CFP®VerifiedFinancial planning
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Jennifer Hamilton
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Jordan Russell
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Kathryn Ho
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Robert Love
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Scott Barber
Financial advisor at The Ameriflex Group
The Ameriflex Group · $9.66B AUM
CFP®VerifiedFinancial planning
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Alec Johnson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Anthony Torretti
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Brian Okorn
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Candice Waxler
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
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Charles Johnson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Daniel Fishbone
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
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David Alberts
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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George Pry
Financial advisor at Horace Mann Investors, Inc.
Horace Mann Investors, Inc.
Verified
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James Curtis
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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John Yount
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
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Jonah Watt
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Joseph Zappia
Financial advisor at Venn Wealth & Benefit Services, LLC
Venn Wealth & Benefit Services, LLC · $32.3M AUM
VerifiedFinancial planning
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Kyle Haskins
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Mary Wilson
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
VerifiedFinancial planning
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Matthew Nerone
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Melinda Sherry
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Melissa Smith
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Michael Haskins
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Samuel Perrin
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Stephanie Sedor
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Terry Hartnett
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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William Cuba
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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William Smith
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Zachary Dippold
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Dubois, 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 Dubois, PA.

How this list works

Before you hire an advisor in Dubois, PA