Invested Better
Advisors in Altoona, Pennsylvania
77 Results
Unclaimed

Next Financial Group, Inc.

location

ALTOONA, PA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Adam Michael Fogle is a registered representative with Next Financial Group, Inc. based in Altoona, PA. Adam has been in the financial services industry since July 2023. Adam specializes in providing a variety of financial services including financial planning, portfolio management, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC | CFA ® (Certifications)

location

ALTOONA, PA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Adam Corle landolfi is an investment advisor representative with Cetera Investment Advisers LLC. Adam has been in the financial services industry since February 2012. Adam earned the Chartered Financial Analyst designation and has passed the Series 63, Series 65, Series 7 and Series 24 examinations. Adam has been registered with the state of Pennsylvania since 2012 and has been registered in other states as well. Adam has previously worked at Girard Securities, Inc. and Cetera Advisor Networks LLC. Adam provides financial advisory services, including financial planning, pension consulting, and educational seminars. Adam has been providing financial advice for over 10 years.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Kooman & Associates

location

ALTOONA, PA

0 Disclosures

ADVISOR BIO

Amy Lynn Delauter is an investment advisor representative who is currently registered with Kooman & Associates. Amy Lynn has been in the securities industry since 1999 and is licensed to provide investment advice in Pennsylvania and Texas. Amy Lynn has experience working with individual investors, corporations, and charitable organizations. Amy Lynn specializes in providing financial planning, portfolio management, and pension consulting services. Amy Lynn previously worked for Raymond James Financial Services, Inc. and has experience in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

ALTOONA, PA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Amy Beth Seltzer is a financial advisor registered with Cambridge Investment Research Advisors, Inc.. Amy has been in the financial industry since 2002. Amy has a broad range of experience, and holds several licenses, including Series 6, 7, 63, and 65 licenses. Amy is also a Registered Representative with FINRA and Cambridge Investment Research, Inc..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cetera Investment Advisers LLC

location

ALTOONA, PA

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Boyd is a financial advisor with over 10 years of experience in the industry. Andrew currently works for Cetera Investment Advisers LLC and is registered in 10 states, including Alabama, Florida, Iowa, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee. Previously, Andrew worked for Summit Brokerage Services, Inc. and J.P. Turner & Company, L.L.C. Andrew's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ALTOONA, PA

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Barry Thomas Compton has been a registered representative for over 38 years. Barry is currently affiliated with Stifel, Nicolaus & Company, Inc. where he has been employed since September 2009. Barry has been in the securities industry since July 1984. Prior to joining Stifel, Nicolaus & Company, Inc., Barry was affiliated with UBS Financial Services Inc. from January 2001 to September 2009.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

ALTOONA, PA

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Brenda Eckenrode is a registered investment advisor representative with Stifel, Nicolaus & Company, Inc. Brenda has been in the industry since 1996 and is licensed in 43 states and the District of Columbia. Brenda is also a registered investment advisor in Pennsylvania and Texas. Brenda has experience in a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

ALTOONA, PA

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Brian Hall has been in the financial services industry since 2007 and is a registered representative of Raymond James Financial Services Advisors, Inc. Brian is currently registered in 28 states for both securities and investment advisory services. He has a variety of designations and specializes in several areas of financial planning and investment services. Brian is committed to providing his clients with personalized advice and investment strategies. Brian also owns and operates a rental property business and holds a non-variable insurance agent license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Next Financial Group, Inc.

location

ALTOONA, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Brittany Madden is a registered representative with Next Financial Group, Inc. Brittany has been in the securities industry since 2007. Brittany holds Series 4, 7, 24, 53, 63, and 66 licenses and specializes in portfolio management for individuals and businesses. Brittany is also a licensed life insurance and fixed annuities agent. Brittany is registered with the state of Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

ALTOONA, PA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Buddy Fulton is a financial advisor who has been in the industry since 2007. Buddy is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous registrations with PRINCOR FINANCIAL SERVICES CORPORATION and PRUCO SECURITIES CORPORATION. Buddy is licensed to conduct business in a number of states and has expertise in providing financial planning, portfolio management, and investment advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS

Need help matching

with the right advisor?