Financial advisors in Huntingdon Valley, PA

17 match

Christopher Mallon
Financial advisor at Pennsylvania Capital Management Inc.
Pennsylvania Capital Management Inc. · $848.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Glod
Financial advisor at Stone Fortress Wealth Strategies
Stone Fortress Wealth Strategies · $56.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dylan Hansen
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Rohtla
Financial advisor at Passive Capital Management, LLC
Passive Capital Management, LLC · $996.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Glenn Hansen
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Irvin Schorsch
Financial advisor at Pennsylvania Capital Management Inc.
Pennsylvania Capital Management Inc. · $848.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Spindler
Financial advisor at Summit Investment Advisory Group LLC
Summit Investment Advisory Group LLC · $57.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Dowds
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donna Zanetti
Financial advisor at Pennsylvania Capital Management Inc.
Pennsylvania Capital Management Inc. · $848.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Francisco Gil
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Larson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ian Dougherty
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jack Clauser
Financial advisor at Wealthcare Advisory Partners LLC
Wealthcare Advisory Partners LLC · $8.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kenneth Kideckel
Financial advisor at Wealthcare Capital Management LLC
Wealthcare Capital Management LLC · $3.93B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Giordano
Financial advisor at Woodmont Wealth Management, LLC`
Woodmont Wealth Management, LLC`
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Palmer
Financial advisor at Pennsylvania Capital Management Inc.
Pennsylvania Capital Management Inc. · $848.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyler Kreger
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Huntingdon Valley, 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 Huntingdon Valley, PA.

How this list works

Before you hire an advisor in Huntingdon Valley, PA