Financial advisors in Southampton, PA

20 match

Fred Shocket
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott McCrea
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stewart Caesar
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Barry Shevlin
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Dobisch
Financial advisor at Blackridge Asset Management, LLC
Blackridge Asset Management, LLC · $216.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Wells
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Vasil
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jan Stoltz
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Stefanelli
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Johnson Sabir
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Larry Sfinas
Financial advisor at Secure Asset Management, L.l.c.
Secure Asset Management, L.l.c. · $870.6M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lawrence Dalessandro
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew McCloskey
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Max Weintraub
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael McGinn
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rozaliya Grigoryeva
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Easton
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shawn McMahon
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stephen Moyer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William McKenna
Financial advisor at Mckenna & Sullivan Inc
Mckenna & Sullivan Inc · $18.2M 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 Southampton, 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 Southampton, PA.

How this list works

Before you hire an advisor in Southampton, PA